Member · Smith Salley Wealth Management
William A. Donovan
CRD 6539589 · Named on Form ADV at one SEC-registered adviser
At a glance
Smith Salley Wealth Management, an SEC-registered wealth manager based in Greensboro, NC with $2.9 billion in regulatory assets, lists William A. Donovan on its Form ADV as Member.
Firms and roles
- Smith Salley Wealth ManagementMemberWealth manager · Greensboro, NC · $2.9B in regulatory assets
AtlasMembers
William’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
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- George G. SmithManaging Member/chairman, Smith Salley Wealth Management
- Edmund S. BatchelorMember/chief Executive Officer, Smith Salley Wealth Management
- Hugo B. MayChief Compliance Officer/member, Smith Salley Wealth Management
- Pasquale ErrichielloMember, Smith Salley Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.