Director · McInroy & Wood Limited
William R. Lindsay
CRD 7580947 · 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 William R. Lindsay on its Form ADV as Director, a control person.
Firms and roles
- McInroy & Wood LimitedDirectorWealth manager · Haddington, East Lothian, United Kingdom · $2.4B 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
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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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Colleagues named on the same filings (10)
- Wendy A. FergusonCEO, McInroy & Wood Limited
- Tim A. WoodNon-Executive Director, McInroy & Wood Limited
- Victor N. WoodShareholder, McInroy & Wood Limited
- John C. McAulayCFO, McInroy & Wood Limited
- Guido A. BicocchiDirector, McInroy & Wood Limited
5 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething 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.