Michele Anne Mcmahon
Investment adviser representative at William Blair & Company L.L.C.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$64.3BFirm assets
Are you Michele Anne Mcmahon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- William BlairSep 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2018
- Wells Fargo Advisors, LLCAug 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6385701
- Firm CRD
- 1252