Niva WealthLet’s talk

Beth Satterfield

Executive Committee at William Blair & Company

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Beth Satterfield is Executive Committee of William Blair & Company L.L.C., a Chicago investment adviser managing $64.3B. Beth Satterfield has a current broker registration and no current investment-adviser registration and has passed the Series 79, Series 63, Series 24 and SIE.

Role at William Blair & Company

Title on Schedule A
Executive Committee
Control
Beth Satterfield is a control person of William Blair & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Beth Satterfield has held the filed role since January 2023.

The firm

William Blair & Company L.L.C.
Chicago, IL

Form ADV filed 31 March 2026

$64.3B AUM38,171 clients231 advisers12 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2016
  3. Passed Series 79 and Series 63 · 2015

Registrations and exams

Broker registration; no current adviser registration. Beth Satterfield has passed 4 qualifying exams.

Examinations

Series 6320 October 2015
Name
Uniform Securities Agent State Law Examination
Series 2411 March 2016
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 7925 August 2015
Name
Investment Banking Registered Representative Examination

Individual record

Full name
Beth A Satterfield
CRD
6011858
Firm
William Blair & Company L.L.C.
Registration status
Broker registration; no current adviser registration
Firm bio
williamblair.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Beth Satterfield is chief operating officer at William Blair. Official firm biography

Education

  • She received an MBA from the University of Chicago Booth School of Business and a BS in Finance from the University of Illinois.Official firm biography

Common questions

Where does Beth Satterfield work?

Beth Satterfield has been Executive Committee of William Blair & Company L.L.C. since January 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Beth Satterfield have a current investment-adviser registration?

Beth Satterfield has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Beth Satterfield passed?

Beth Satterfield has passed 4 licensing exams: the Series 79, Series 63, Series 24 and SIE. The earliest, the Series 79, was passed in August 2015.

Source: IAPD individual record, checked 18 October 2026

Leadership at William Blair & Company

Sources

  1. IAPD individual record, CRD 6011858. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of William Blair & Company L.L.C., filed 31 March 2026. Title, control and ownership bands.
  3. William Blair & Company team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Beth Satterfield or William Blair & Company L.L.C. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.