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Edgar David Iii Coolidge

WILLIAM BLAIR & COMPANY L.L.C.·CHICAGO, Illinois
SIE, Series 1, Series 7TO, Series 24, Series 40, Series 63, Series 79TOClean recordWILLIAM BLAIR & COMPANY L.L.C.
150 NORTH RIVERSIDE PLAZA, CHICAGO, IL 60606CRD# 53342Firm CRD# 1252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edgar David Iii Coolidge · CHICAGO, IL
Registration
CRD #53342 · WILLIAM BLAIR & COMPANY L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 40
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 Edgar David Iii Coolidge offer?
Edgar David Iii Coolidge specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Edgar David Iii Coolidge's credentials?
Edgar David Iii Coolidge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edgar David Iii Coolidge located?
Edgar David Iii Coolidge 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 Edgar David Iii Coolidge charge for services?
Edgar David Iii Coolidge'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.

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

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