Trustee · West Paces Advisors, Inc.
Nancy S Oglesby
CRD 6938562 · Named on Form ADV at one SEC-registered adviser
At a glance
West Paces Advisors, Inc., an SEC-registered wealth manager based in Atlanta, GA with $1.0 billion in regulatory assets, lists Nancy S Oglesby on its Form ADV as Trustee, a control person.
Firms and roles
- West Paces Advisors, Inc.TrusteeWealth manager · Atlanta, GA · $1.0B in regulatory assets
AtlasMembers
Nancy’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John P. VianiFounder, West Paces Advisors, Inc.
- George A. CrewsFounder and President, West Paces Advisors, Inc.
- Geoffrey R. GoberTreasurer and Secretary, West Paces Advisors, Inc.
- Ryan M. FloydVice President, West Paces Advisors, Inc.
- Andrea ThompsonChief Compliance Officer, West Paces Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.