Cody Roberts
Investment adviser representative at William Blair & Company L.L.C.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$64.3BFirm assets
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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 BlairJan 2021 to now
- William Blair & CompanyAug 2020 to now
- William Blair and CompanyMay 2019 to Aug 2019
- Hobart and William Smith CollegesAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 6971922
- Firm CRD
- 1252