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Shareholder · Freedom Investment Management, Inc.

William R. Nelson

CRD 4797755 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Freedom Investment Management, Inc., an SEC-registered wealth manager based in South Windsor, CT with $569 million in regulatory assets, lists William R. Nelson on its Form ADV as Shareholder, a control person. The SEC filings also name William at 2 other registered advisers.

Firms and roles

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 each firm
3 firmsLocked
Control-person status
3 firmsLocked
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 (6)

1 more person named with William on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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.