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William White

Chief Operating Officer at Brown Advisory

No current adviser or broker registrationSEC record checked 17 October 2026

3
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

William White is Chief Operating Officer of Brown Advisory LLC, a Baltimore investment adviser managing $124B. William White has past investment-adviser registrations through 3 firms and has passed the Series 65.

Role at Brown Advisory

Title on Schedule A
Chief Operating Officer
Control
William White is a control person of Brown Advisory.
Ownership
An individual ownership band is not available in the source record.
Tenure
William White has held the filed role since June 2023.

The firm

Brown Advisory LLC
Baltimore, MD

Form ADV filed 31 March 2026

$124B AUM4,415 clients272 advisers13 offices

Career on record

Firms and exams, newest first
  1. Brown Advisory
    – · 11 years
    Baltimore, MD · Adviser representative · Firm CRD 110181
  2. Brown Advisory
    – · 2 years
    Baltimore, MD · Adviser representative · Firm CRD 106098
  3. Franklin Street Advisors Inc.
    – · 6 years
    Chapel Hill, NC · Adviser representative · Firm CRD 106275
  4. Passed Series 65 · 2004

Registrations and exams

No current adviser or broker registration. William White has passed 1 qualifying exam.

Examinations

Series 651 November 2004
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
William Obrien White
CRD
3254656
Firm
Brown Advisory LLC
Registration status
No current adviser or broker registration

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

Common questions

Where does William White work?

William White has been Chief Operating Officer of Brown Advisory LLC since June 2023, and is a control person of the firm.

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

Does William White have a current investment-adviser registration?

William White has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has William White passed?

William White passed the Series 65 in November 2004.

Source: IAPD individual record, checked 17 October 2026

Where was William White previously registered as an investment adviser?

William White has past investment-adviser registrations through Brown Advisory, April 2012 to December 2022; Brown Advisory, October 2010 to April 2012; Franklin Street Advisors Inc., November 2004 to August 2010, across 3 firms.

Source: IAPD individual record, checked 17 October 2026

Leadership at Brown Advisory

Sources

  1. IAPD individual record, CRD 3254656. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Brown Advisory LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 17 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 William White or Brown Advisory LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.