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Chief Compliance Officer · Donald W. Nicholson & Associates LTD

Donald W. Nicholson

CRD 2572843 · Named on Form ADV at one SEC-registered adviser

At a glance

Donald W. Nicholson & Associates LTD, an SEC-registered wealth manager based in Wilmington, DE with $171 million in regulatory assets, lists Donald W. Nicholson on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Donald’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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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
1996 (30 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 65
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Donald’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s 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

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