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Shareholder / Executive Committee / Director · Leavell Investment Management, Inc.

William K. Nicrosi

CRD 3225136 · Named on Form ADV at one SEC-registered adviser

At a glance

Leavell Investment Management, Inc., an SEC-registered wealth manager based in Mobile, AL with $3.4 billion in regulatory assets, lists William K. Nicrosi on its Form ADV as Shareholder / Executive Committee / Director, a control person.

Firms and roles

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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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

  • Janet R. HayesShareholder / Director / Executive Committee, Leavell Investment Management, Inc.
  • Margaret H. AlvesChief Compliance Officer / Shareholder / Secretary, Leavell Investment Management, Inc.
  • Michael C. TeelShareholder, Leavell Investment Management, Inc.
  • Richard E. AnthonyShareholder / Director, Leavell Investment Management, Inc.
  • Richard M. StimpsonChairman of the Board / Shareholder / Director, Leavell Investment Management, Inc.

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

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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.