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Chief Financial Officer and Director · Nicola Wealth Management LTD.

David W. Poster

CRD 7276512 · Named on Form ADV at one SEC-registered adviser

At a glance

Nicola Wealth Management LTD., an SEC-registered wealth manager based in Vancouver, Canada with $11.0 billion in regulatory assets, lists David W. Poster on its Form ADV as Chief Financial Officer and Director, a control person.

Firms and roles

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David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • John M. NicolaFounder, Executive Chair and Wealth Advisor, Nicola Wealth Management LTD.
  • David B. SungExecutive Vice Chair of the Board and President of Institutional, Nicola Wealth Management LTD.
  • Jamie S. DuncanDirector, Nicola Wealth Management LTD.
  • Richard C. ChenChief Compliance Officer, Nicola Wealth Management LTD.
  • Anne M. ThomasDirector, Nicola Wealth Management LTD.

6 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.