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CEO · McInroy & Wood Limited

Wendy A. Ferguson

CRD 7424256 · Named on Form ADV at one SEC-registered adviser

At a glance

McInroy & Wood Limited, an SEC-registered wealth manager based in Haddington, East Lothian, United Kingdom with $2.4 billion in regulatory assets, lists Wendy A. Ferguson on its Form ADV as CEO, a control person.

Firms and roles

  • McInroy & Wood LimitedCEOWealth manager · Haddington, East Lothian, United Kingdom · $2.4B in regulatory assets

AtlasMembers

Wendy’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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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 (10)

5 more people named with Wendy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

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