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Christopher J Egan

WILLIAM BLAIR
CHICAGO, IL
·CRD# 2573045·31 years experience

Professional Summary

Christopher J Egan, who also goes by Christopher John Egan, Christopher Egan, is a registered financial advisor currently at WILLIAM BLAIR located in Chicago, Illinois. Christopher is registered as a RR (Registered Representative) and started their career in finance in 1995. Christopher has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher John Egan, Christopher Egan

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

WILLIAM BLAIR·CRD# 1252
RIA
BD
The William Blair Building 150 North Riverside, Chicago, IL 60606
April 16, 2026 - Present
EATON VANCE DISTRIBUTORS, INC.·CRD# 37731
BD
Boston, MA
June 6, 2023 - May 20, 2026
JANUS HENDERSON DISTRIBUTORS US LLC·CRD# 28832
BD
Denver, CO
May 30, 2017 - May 22, 2023
JANUS HENDERSON INVESTORS·CRD# 107300
RIA
Denver, CO
July 16, 2013 - May 31, 2017
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Portland, ME
June 29, 2012 - June 1, 2017
CALAMOS WEALTH MANAGEMENT LLC·CRD# 143490
RIA
Naperville, IL
September 14, 2009 - June 12, 2012
CALAMOS FINANCIAL SERVICES LLC·CRD# 19850
BD
Naperville, IL
September 14, 2009 - June 12, 2012
TRANSAMERICA INVESTMENT MANAGEMENT, LLC·CRD# 108488
RIA
Katy, TX
November 2, 2007 - August 24, 2009
TRANSAMERICA CAPITAL, LLC·CRD# 8217
BD
Denver, CO
May 10, 2005 - August 24, 2009
VOYA INVESTMENTS DISTRIBUTOR, LLC·CRD# 37886
BD
Windsor, CT
September 4, 2001 - May 4, 2005
TRANSAMERICA CAPITAL, LLC·CRD# 8217
BD
Denver, CO
September 15, 2000 - September 6, 2001
VOYA INVESTMENTS DISTRIBUTOR, LLC·CRD# 37886
BD
Windsor, CT
July 12, 1999 - September 12, 2000
INVESCO CAPITAL MARKETS, INC.·CRD# 6939
BD
Houston, TX
January 1, 1995 - July 13, 1999

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Current Firm

WILLIAM BLAIR
WILLIAM BLAIR

WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY

CRD#: 1252 / SEC#: 801-688, 8-2698
RIA
Registered Investment Advisory firm - SEC (12/24/1947 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

The William Blair Building 150 North Riverside, Chicago, IL 60606

Mailing Address

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594

Phone Number

(312) 236-1600

Established

Delaware since 10/30/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

# of Employees

492

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WILLIAM BLAIR FORM ADV PART 2A - APPENDIX 1 WRAP BROCHURE (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
WBC HOLDINGS, L.P.HOLDING COMPANY—
CITARDI, CISSIEEXECUTIVE COMMITTEE, GENERAL COUNSEL6642613
DEVORE, RYAN JACOBEXECUTIVE COMMITTEE3049671
GLEDHILL, BRENT WALKERPRESIDENT, CEO2921069
KENDALL, ROBERT DANIELEXECUTIVE COMMITTEE2765873
MCLAUGHLIN, SCOTT THOMASEXECUTIVE COMMITTEE2481285
RASAVONGXAY, WILLSON BCHIEF COMPLIANCE OFFICER6593731
SATTERFIELD, BETH AEXECUTIVE COMMITTEE6011858
TOLE, STEVEN ROBERTEXECUTIVE COMMITTEE5885283
TRIMBERGER, MICHAEL WILLIAMEXECUTIVE COMMITTEE, CFO5329834
ZIMMER, MATTHEW MONTGOMERYEXECUTIVE COMMITTEE4157826

Regulatory Assets Under Management

Total Number of Accounts

39,781

AUM (Assets Under Management)

$64,284,844,374

Disclosures

Regulatory Event

29

Arbitration

2

Bond

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WILLIAM BLAIR
WILLIAM BLAIR

WILLIAM BLAIR | WILLIAM BLAIR & COMPANY L.L.C. | WILLIAM BLAIR & COMPANY

CRD#: 1252 / SEC#: 801-688, 8-2698
RIA
Registered Investment Advisory firm - SEC (12/24/1947 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(4/16/2026)
RR
Texas
(4/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1997About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1994About the Series 6 exam
FINRA
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Texas, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christopher J Egan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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