Unclaimed Profile

Aaron Christopher Balsam

STAIRWAY PARTNERS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 63CFAClean record15 years registeredSTAIRWAY PARTNERS, LLC

209 SOUTH LASALLE STREET, CHICAGO, IL 60604-1447CRD# 3131638Firm CRD# 133157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Christopher Balsam · CHICAGO, IL

Registration

CRD #3131638 · STAIRWAY PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

STAIRWAY PARTNERS, LLC

Jul 2024 – present

WILLIAM BLAIR & COMPANY L.L.C.

Aug 2011 – Jul 2022

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 1, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAIRWAY PARTNERS, LLC

CRD 133157 · SEC 801-63583

AUM

$2.0B

Regulatory assets under management

Employees

99 client accounts

Services offered by STAIRWAY PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STAIRWAY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Christopher Balsam offer?

Aaron Christopher Balsam specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Aaron Christopher Balsam's credentials?

Aaron Christopher Balsam holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Christopher Balsam located?

Aaron Christopher Balsam is based in CHICAGO, Illinois, working with STAIRWAY PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Aaron Christopher Balsam charge for services?

Aaron Christopher Balsam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAIRWAY PARTNERS, LLC?

STAIRWAY PARTNERS, LLC has approximately 5 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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