Slater Ottenritter
Investment adviser representative at William Blair & Company L.L.C.
10 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
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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
10 years in the industry.
- William BlairSep 2026 to now
- Osaic Wealth, Inc.Jan 2025 to Sep 2026
- Lincoln Financial AdvisorsMay 2018 to Jan 2025
- Bank of America, N.A.Mar 2017 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6690585
- Firm CRD
- 1252