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Daryl Shawn Weber

William Blair

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About Daryl Shawn Weber

Daryl Shawn Weber is a financial advisor with over 20 years of experience in the industry. Currently working as a Registered Representative at William Blair, Daryl Weber has a strong background in the financial services industry, having previously held positions at UBS FINANCIAL SERVICES INC., UBS SECURITIES LLC, RBC CAPITAL MARKETS, LLC, BARCLAYS CAPITAL INC. and LEHMAN BROTHERS INC. Daryl Weber holds Series 7 and Series 63 licenses, as well as the Series 65 and the SIE. Daryl Weber focuses on providing a broad range of investment management services to clients, including portfolio management for individuals and businesses, selection of other advisors, and financial planning.

Firm Information

Daryl Weber is currently registered with William Blair. William Blair is a Limited Liability Company formed in 1995 with its main office in Chicago, Illinois. They have 51 licensed agents, 250 investment adviser representatives, and 399 registered representatives. They provide a variety of advisory services including financial planning, selection of other advisors, and portfolio management for businesses and individuals. They also manage pooled investment vehicles. They have approximately $49.98 billion in regulatory assets under management. Their primary client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. They also serve charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and other investment advisors.
William Blair

150 NORTH RIVERSIDE PLAZA

CHICAGO, IL 60606

$49.98B

Assets Under Management

Not reported

Total Clients

423

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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equity research services

Equity research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daryl Weber’s Registration & Firm History

GA

07/05/2022 - Present

William Blair (ATLANTA GA)

GA

08/09/2013 - 07/15/2022

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

GA

02/20/2018 - 12/21/2021

UBS SECURITIES LLC (ATLANTA GA)

GA

04/11/2011 - 07/26/2013

RBC CAPITAL MARKETS, LLC (ATLANTA GA)

GA

09/22/2008 - 03/28/2011

BARCLAYS CAPITAL INC. (ATLANTA GA)

GA

04/02/2001 - 09/22/2008

LEHMAN BROTHERS INC. (ATLANTA GA)

GA

07/24/1998 - 03/08/2001

REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Chicago, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daryl Shawn Weber.
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