Slater Ottenritter

WILLIAM BLAIR

BALTIMORE, MD 21202

Some features on this profile are disabled

CRD#: 6690585

Professional summary

Slater Ottenritter, who also goes by Slater Robert Ottenritter, is a registered financial advisor currently at WILLIAM BLAIR located in Baltimore, Maryland.

Slater is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Slater has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Slater Robert Ottenritter

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) - RIA

Click below to view Slater Ottenritter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Slater Ottenritter'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

September 23, 2026 - Present

WILLIAM BLAIR

Office #1: 100 International Drive Suite 19000, Baltimore, MD 21202

RIA

CRD#: 1252

BALTIMORE, MD

Current

September 23, 2026 - Present

WILLIAM BLAIR

Office #1: 100 International Drive Suite 19000, Baltimore, MD 21202

RIA

CRD#: 1252

BALTIMORE, MD

Past

January 24, 2025 - September 9, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

HUNT VALLEY, MD

Past

January 24, 2025 - September 9, 2026

OSAIC WEALTH, INC.

CRD#: 23131

HUNT VALLEY, MD

Past

May 16, 2018 - January 24, 2025

OSAIC FA, INC.

RIA

CRD#: 3978

HUNT VALLEY, MD

Past

May 16, 2018 - January 24, 2025

OSAIC FA, INC.

CRD#: 3978

HUNT VALLEY, MD

Past

February 14, 2017 - March 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNT VALLEY, MD

Past

November 22, 2016 - March 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUNT VALLEY, MD

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Illinois
(9/23/2026)

Maryland
(9/23/2026)

IAR

Maryland
(9/23/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 2/12/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 11/22/2016

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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 (3/31/2026)

WILLIAM BLAIR EQUITY RESEARCH SERVICES FORM ADV 2A (3/31/2026)

WILLIAM BLAIR & COMPANY, L.L.C. FORM ADV 2A BROCHURE (3/31/2026)

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
GLEDHILL, BRENT WALKER	PRESIDENT, CEO	2921069
KENDALL, ROBERT DANIEL	EXECUTIVE COMMITTEE	2765873
MCLAUGHLIN, SCOTT THOMAS	EXECUTIVE COMMITTEE	2481285
RASAVONGXAY, WILLSON B	CHIEF COMPLIANCE OFFICER	6593731
SATTERFIELD, BETH A	EXECUTIVE COMMITTEE	6011858
TOLE, STEVEN ROBERT	EXECUTIVE COMMITTEE	5885283
TRIMBERGER, MICHAEL WILLIAM	EXECUTIVE COMMITTEE, CFO	5329834
ZIMMER, MATTHEW MONTGOMERY	EXECUTIVE COMMITTEE	4157826

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

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.

Similar Advisors

Gary Williams

WILLIAMS ASSET MANAGEMENT

IAR

COLUMBIA, MD

Brian Mckinney

WILLIAMS ASSET MANAGEMENT

IAR

COLUMBIA, MD

Thomas Arasz

THE MARSHALL FINANCIAL GROUP LLC

IAR

HUNT VALLEY, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Slater Ottenritter

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Slater Ottenritter's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Slater Ottenritter's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM BLAIR

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC FA, INC.

OSAIC FA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WILLIAM BLAIR

State Registrations and Notice Filings

Exams

Series 66

Passed: 2/12/2017

SIE

Passed: 10/1/2018

Series 7

Passed: 11/22/2016

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

Similar Advisors