Managing Director · Canterbury Consulting Incorporated
Nolan C Wood
CRD 3041549 · Named on Form ADV at one SEC-registered adviser
At a glance
Canterbury Consulting Incorporated, an SEC-registered wealth manager based in Newport Beach, CA with $45.9 billion in regulatory assets, lists Nolan C Wood on its Form ADV as Managing Director.
Firms and roles
- Canterbury Consulting IncorporatedManaging DirectorWealth manager · Newport Beach, CA · $46B in regulatory assets
AtlasMembers
Nolan’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
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SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nolan’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
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- 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 (6)
- Donald R. CluckFounding Director, Canterbury Consulting Incorporated
- Michael S. LavenChairman, Canterbury Consulting Incorporated
- Jerry Dale III MontgomeryManaging Director, Canterbury Consulting Incorporated
- Poorvi R. ParekhChief Compliance Officer (CCO), Canterbury Consulting Incorporated
- Debashis ChowdhuryPresident, Canterbury Consulting Incorporated
1 more person named with Nolan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nolan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.