DA
David M. Amar
WILLIAM BLAIR
SANDY SPRINGS, GA
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CRD#: 3225218
DA
Professional summary
David Michael Amar is a registered financial advisor currently at WILLIAM BLAIR located in Sandy Springs, Georgia.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I*112687 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FRIENDS OF YEMIN ORDE INVESTMENT RELATED: N ADDRESS OF BUSINESS: BETHESDA, MARYLAND 20814 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 12/1/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I SERVE ON THE ADVISORY COUNCIL FOR THE WEST COAST DIVISION OF FRIENDS OF YEMIN ORDE, WHICH IS THE U.S. FUNDRAISING ARM OF YEMIN ORDE YOUTH VILLAGE AND VILLAGE WAY EDUCATIONAL INITIATIVES. THEY SUPPORT AT-RISK AND IMMIGRANT YOUTH IN ISRAEL.
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Amar's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view David Michael Amar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 21, 2020 - Present
WILLIAM BLAIR
Office #2: 1900 Avenue Of The Stars Suite 500, Los Angeles, CA 90067RIA
BD
CRD#: 1252
SANDY SPRINGS, GA
Current
February 21, 2020 - Present
WILLIAM BLAIR
Office #1: 1900 Avenue Of The Stars Suite 500, Los Angeles, CA 90067RIA
BD
CRD#: 1252
LOS ANGELES, CA
Past
March 10, 2014 - February 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BEVERLY HILLS, CA
Past
March 10, 2014 - February 25, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BEVERLY HILLS, CA
Past
October 1, 2008 - February 26, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LOS ANGELES, CA
Past
March 30, 2005 - October 1, 2008
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
ATLANTA, GA
Past
December 5, 2002 - February 2, 2005
PERIGEE CAPITAL, LP
RIA
CRD#: 122085
ATLANTA, GA
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 & 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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/21/2020)
RR
Arizona(1/30/2024)
RR
California(2/21/2020)
IAR
California(2/21/2020)
RR
Colorado(2/21/2020)
RR
Delaware(2/21/2020)
RR
District of Columbia(10/27/2025)
RR
Florida(2/21/2020)
RR
Georgia(2/21/2020)
RR
Hawaii(2/21/2020)
RR
Idaho(2/21/2020)
RR
Illinois(2/21/2020)
RR
Indiana(10/22/2024)
RR
Kentucky(2/21/2020)
RR
Maryland(2/18/2021)
RR
Massachusetts(2/21/2020)
RR
Nevada(2/21/2020)
RR
New Hampshire(8/7/2020)
RR
New York(2/21/2020)
RR
North Carolina(2/21/2020)
RR
Ohio(4/22/2024)
RR
Oregon(9/9/2021)
RR
Pennsylvania(2/21/2020)
RR
Puerto Rico(9/18/2024)
RR
South Carolina(12/9/2024)
RR
Tennessee(2/21/2020)
RR
Texas(2/21/2020)
RR
Utah(2/21/2020)
RR
Washington(10/4/2021)
RR
Wisconsin(5/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
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)
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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
469
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WBC HOLDINGS, L.P. | HOLDING COMPANY | |
| CITARDI, CISSIE | EXECUTIVE COMMITTEE, GENERAL COUNSEL | 6642613 |
| DEVORE, RYAN JACOB | EXECUTIVE COMMITTEE | 3049671 |
| DUWA, ROBERT J | EXECUTIVE COMMITTEE | 2931296 |
| GLEDHILL, BRENT WALKER | PRESIDENT, CEO | 2921069 |
| MCLAUGHLIN, SCOTT THOMAS | EXECUTIVE COMMITTEE | 2481285 |
| QUINN, MICHAEL PATRICK | EXECUTIVE COMMITTEE | 3257072 |
| RASAVONGXAY, WILLSON B | CHIEF COMPLIANCE OFFICER | 6593731 |
| SATTERFIELD, BETH A | EXECUTIVE COMMITTEE | 6011858 |
| TOLE, STEVEN ROBERT | EXECUTIVE COMMITTEE | 5885283 |
| TRIMBERGER, MICHAEL WILLIAM | CFO | 5329834 |
| ZIMMER, MATTHEW MONTGOMERY | EXECUTIVE COMMITTEE | 4157826 |
Regulatory assets under management
| Total Number of Accounts | 37,973 |
| AUM (Assets Under Management) | $ 58,329,726,421 |
Disclosures
| Regulatory Event | 29 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
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.
