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Michael Elliott Walsh

William Blair

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About Michael Elliott Walsh

Michael Elliott Walsh is a financial advisor at William Blair, a firm based in Chicago, Illinois. Michael has been in the financial services industry since 1991. Michael has held several positions at various firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc.. Michael is registered as a broker-dealer and investment advisor in several states including California, Illinois, and Florida. Michael is also a member of the investment committee for the Children's Healthcare of Atlanta Foundation.

Firm Information

Michael Walsh 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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Michael Walsh’s Registration & Firm History

CA

02/21/2020 - Present

William Blair (LOS ANGELES CA)

FL

03/07/2014 - 02/27/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

CA

10/01/2008 - 08/06/2013

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

GA

07/07/2005 - 10/01/2008

J.P. MORGAN SECURITIES INC. (ATLANTA GA)

NY

06/30/2000 - 07/12/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

11/06/1991 - 07/07/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/29/2006

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 01/02/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 11/05/1991

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 is public disclosure for Michael Elliott Walsh. Review regulatory record here.
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