Joseph Buenz Tabet
Investment adviser representative at William Blair & Company L.L.C.
13 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
13 years in the industry.
- William BlairMar 2021 to now
- UnemployedApr 2020 to Mar 2021
- World of BeerJan 2019 to Sep 2019
- Local Tree TechMay 2018 to Apr 2020
- UnemployedAug 2017 to May 2018
- Alaska Pacific SeafoodsJun 2017 to Aug 2017
- Extended TravelMay 2017 to Jun 2017
- Macalester CollegeAug 2013 to May 2017
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
- 7393208
- Firm CRD
- 1252