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Mary Elizabeth Donaldson

William Blair

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About Mary Elizabeth Donaldson

Mary Elizabeth Donaldson is a financial advisor with William Blair, a firm with a strong reputation in the industry. Mary Elizabeth is licensed in Illinois and has a proven track record of success in providing investment advice. She is committed to helping her clients reach their financial goals. Mary Elizabeth is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 7TO, 86 and 87 securities licenses. Mary Elizabeth also holds the SIE exam, a requirement for new securities representatives.

Firm Information

Mary Donaldson 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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Mary Donaldson’s Registration & Firm History

IL

03/22/2019 - Present

William Blair (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2019

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/24/2019

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mary Elizabeth Donaldson.
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