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Perry Steele Bacon

Investment Adviser Representative at WILLIAM BLAIR & COMPANY L.L.C.

Baltimore, MDCRD #1913580Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
33 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 33 states
ArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIllinoisMaineMarylandMassachusettsMichiganMinnesotaNebraskaNew JerseyNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasVermontVirgin IslandsVirginiaWashingtonWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/1/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 8/2/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/19/1993
Series 24
General Securities Principal Examination
Passed 3/21/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

William Blair & Company L.L.C. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WILLIAM BLAIR & COMPANY L.L.C.Current
2/4/2019Baltimore, MD
WILLIAM BLAIRCurrent
1/25/2019Baltimore, MD
BROWN ADVISORY SECURITIES, LLC
10/17/20031/28/2019Baltimore, MD
BROWN ADVISORY SECURITIES, LLC
11/20/200210/10/2003Baltimore, MD
DEUTSCHE BANK SECURITIES INC.
9/18/200012/3/2002Baltimore, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Perry Steele Bacon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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