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CCO & Managing Member · PGI Wealth Management

Nicholas W. McElroy

CRD 6206273 · Named on Form ADV at one SEC-registered adviser

At a glance

PGI Wealth Management, an SEC-registered wealth manager based in Alpharetta, GA with $931 million in regulatory assets, lists Nicholas W. McElroy on its Form ADV as CCO & Managing Member, a control person.

Firms and roles

AtlasMembers

Nicholas’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

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