General Manager · Nerdwallet Advisory
Georgia R. McIntyre
CRD 8325590 · Named on Form ADV at one SEC-registered adviser
At a glance
Nerdwallet Advisory, an SEC-registered asset manager based in Scottsdale, AZ with $0 in regulatory assets, lists Georgia R. McIntyre on its Form ADV as General Manager, a control person.
Firms and roles
- Nerdwallet AdvisoryGeneral ManagerAsset manager · Scottsdale, AZ · $0M in regulatory assets
AtlasMembers
Georgia’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
- Locked
- 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
- Meredith W. ClarkChief Executive Officer, Nerdwallet Advisory
- Deeann M. MaysChief Compliance Officer, Nerdwallet Advisory
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Georgia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.