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Arthur Joseph Simon

WILLIAM BLAIR & COMPANY L.L.C.·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordWILLIAM BLAIR & COMPANY L.L.C.
150 NORTH RIVERSIDE PLAZA, CHICAGO, IL 60606CRD# 4169626Firm CRD# 1252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Joseph Simon · CHICAGO, IL
Registration
CRD #4169626 · WILLIAM BLAIR & COMPANY L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WILLIAM BLAIR & COMPANY L.L.C.
CRD 1252 · SEC 801-688
AUM
$50.0B
Regulatory assets under management
Employees
440
49,755 client accounts
Services offered by WILLIAM BLAIR & COMPANY L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WILLIAM BLAIR & COMPANY L.L.C. →
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Frequently Asked Questions

What services does Arthur Joseph Simon offer?
Arthur Joseph Simon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Arthur Joseph Simon's credentials?
Arthur Joseph Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Joseph Simon located?
Arthur Joseph Simon is based in CHICAGO, Illinois, working with WILLIAM BLAIR & COMPANY L.L.C.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Arthur Joseph Simon charge for services?
Arthur Joseph Simon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLIAM BLAIR & COMPANY L.L.C.?
WILLIAM BLAIR & COMPANY L.L.C. has approximately 440 employees and manages $50.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLIAM BLAIR & COMPANY L.L.C.

John Carroll Moore
CHICAGO, IL
Thomas William Pace
CHICAGO, IL
Edgar David Iii Coolidge
CHICAGO, IL
Kenneth Lee Wagner
CHICAGO, IL
William Tyler Ii Hard
CHICAGO, IL
Timothy Lee Burke
CHICAGO, IL

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