Vice President · Watermark Group, Inc.
William G. Nicolls
CRD 4362806 · Named on Form ADV at one SEC-registered adviser
At a glance
Watermark Group, Inc., an SEC-registered private fund adviser based in Princeton, NJ with $3.8 billion in regulatory assets, lists William G. Nicolls on its Form ADV as Vice President, a control person.
Firms and roles
- Watermark Group, Inc.Vice PresidentPrivate fund adviser · Princeton, NJ · $3.8B 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 (6)
- Andrew M. OkunPresident, Watermark Group, Inc.
- Dougin A. WalkerVice President & Trustee of Dougin Walker Family Trust, Watermark Group, Inc.
- John NiforatosVice President & Trustee of John Niforatos 2025 Grat, Watermark Group, Inc.
- David C. RowntreeVice President, Watermark Group, Inc.
- Terence WoolfChief Compliance Officer, Watermark Group, Inc.
1 more person named with William 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 William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.