Garrett M. Read

WILLIAM BLAIR

BOSTON, MA 02110

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CRD#: 6547679

Professional summary

Garrett Michael Read is a registered financial professional currently at WILLIAM BLAIR located in Boston, Massachusetts.

Garrett is registered as a RR (Registered Representative) and started their career in finance in 2015. Garrett has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Garrett Michael Read's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 21, 2024 - Present

WILLIAM BLAIR

Office #1: 125 High Street Oliver Street Tower Suite 1901, Boston, MA 02110

RIA

CRD#: 1252

BOSTON, MA

Past

May 20, 2021 - December 24, 2023

ACERVUS SECURITIES, INC.

CRD#: 298058

NEW YORK, NY

Past

October 30, 2019 - May 11, 2021

FORGE MARKETS LLC

CRD#: 166555

San Francisco, CA

Past

November 12, 2015 - August 27, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

HINGHAM, MA

Past

November 5, 2015 - August 27, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

HINGHAM, MA

Past

September 11, 2015 - October 5, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HINGHAM, MA

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)

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.

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

Alabama
(2/12/2025)

Alaska
(2/12/2025)

Arizona
(2/12/2025)

Arkansas
(2/12/2025)

California
(2/12/2025)

Colorado
(2/12/2025)

Connecticut
(2/12/2025)

Delaware
(2/12/2025)

District of Columbia
(2/12/2025)

Florida
(2/12/2025)

Georgia
(2/12/2025)

Hawaii
(2/12/2025)

Idaho
(2/12/2025)

Illinois
(5/21/2024)

Indiana
(2/12/2025)

Iowa
(2/12/2025)

Kansas
(2/12/2025)

Kentucky
(2/12/2025)

Louisiana
(2/12/2025)

Maine
(2/12/2025)

Maryland
(2/12/2025)

Massachusetts
(5/21/2024)

Michigan
(2/12/2025)

Minnesota
(2/12/2025)

Mississippi
(2/12/2025)

Missouri
(2/12/2025)

Montana
(2/12/2025)

Nebraska
(2/12/2025)

Nevada
(2/12/2025)

New Hampshire
(2/12/2025)

New Jersey
(2/12/2025)

New Mexico
(2/12/2025)

New York
(2/12/2025)

North Carolina
(2/12/2025)

North Dakota
(2/12/2025)

Ohio
(2/12/2025)

Oklahoma
(2/12/2025)

Oregon
(2/12/2025)

Pennsylvania
(2/12/2025)

Puerto Rico
(2/12/2025)

Rhode Island
(2/12/2025)

South Carolina
(2/12/2025)

South Dakota
(2/12/2025)

Tennessee
(2/12/2025)

Texas
(2/12/2025)

Utah
(2/12/2025)

Vermont
(2/12/2025)

Virgin Islands
(2/12/2025)

Virginia
(2/12/2025)

Washington
(2/12/2025)

West Virginia
(2/12/2025)

Wisconsin
(2/12/2025)

Wyoming
(2/12/2025)

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

State Security Law Exam

IAR

Series 66

Date: 11/12/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2015

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Texas, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

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)

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

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 (8/14/2025)

WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE (8/14/2025)

WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A (3/31/2025)

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.

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Firm Stability Insights

Garrett M. Read

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Garrett Michael Read's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACERVUS SECURITIES, INC.

FORGE MARKETS LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WILLIAM BLAIR

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2015

FINRA

NYSE American LLC

NYSE Texas, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

WILLIAM BLAIR

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WILLIAM BLAIR

TRUST BUT VERIFY

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