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Managing Director & Co-Head · Cynosure Portfolio Advisors LLC

William I. Woodson

CRD 1529221 · Named on Form ADV at one SEC-registered adviser

At a glance

Cynosure Portfolio Advisors LLC, an SEC-registered wealth manager based in Salt Lake City, UT with $6 million in regulatory assets, lists William I. Woodson on its Form ADV as Managing Director & Co-Head, a control person.

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 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

  • Emily M. TeranChief Compliance Officer, Cynosure Portfolio Advisors LLC
  • Richard G. LeeChief Financial Officer, Cynosure Portfolio Advisors LLC
  • Elyse B. WinterChief People Officer, Cynosure Portfolio Advisors LLC
  • Gary P. SicaManaging Director & Co-Head, Cynosure Portfolio Advisors LLC

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.