Unclaimed Profile

William Obrien White

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC·BALTIMORE, Maryland

Series 65Clean record21 years registeredBROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

901 SOUTH BOND STREET, BALTIMORE, MD 21231CRD# 3254656Firm CRD# 124612

Profile Verification

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

Identity

William Obrien White · BALTIMORE, MD

Registration

CRD #3254656 · BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

BROWN ADVISORY

Apr 2012 – Dec 2022

BALTIMORE, MD

BROWN ADVISORY

Oct 2010 – Apr 2012

BALTIMORE, MD

FRANKLIN STREET ADVISORS INC.

Nov 2004 – Aug 2010

CHAPEL HILL, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 2, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

CRD 124612 · SEC 801-61732

AUM

$7.3B

Regulatory assets under management

Employees

360 client accounts

Services offered by BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC →

Introduction

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Frequently Asked Questions

What services does William Obrien White offer?

William Obrien White specializes in Investment Management, Retirement Planning.

What are William Obrien White's credentials?

William Obrien White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Obrien White located?

William Obrien White is based in BALTIMORE, Maryland, last registered with BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC.

How does William Obrien White charge for services?

William Obrien White's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC?

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC has approximately 26 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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