Unclaimed Profile

William Kelly Nicrosi

LEAVELL INVESTMENT MANAGEMENT, INC.·MOBILE, Alabama

Series 63Clean record26 years registeredLEAVELL INVESTMENT MANAGEMENT, INC.

210 SAINT JOSEPH STREET, MOBILE, AL 36602CRD# 3225136Firm CRD# 107890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Kelly Nicrosi · MOBILE, AL

Registration

CRD #3225136 · LEAVELL INVESTMENT MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

LEAVELL INVESTMENT MANAGEMENT, INC.

Aug 2010 – present

ARLINGTON FAMILY OFFICE

Apr 2000 – Feb 2010

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · April 13, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEAVELL INVESTMENT MANAGEMENT, INC.

CRD 107890 · SEC 801-14752

AUM

$2.5B

Regulatory assets under management

Employees

2,543 client accounts

Services offered by LEAVELL INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at LEAVELL INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Kelly Nicrosi offer?

William Kelly Nicrosi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.

What are William Kelly Nicrosi's credentials?

William Kelly Nicrosi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Kelly Nicrosi located?

William Kelly Nicrosi is based in MOBILE, Alabama, working with LEAVELL INVESTMENT MANAGEMENT, INC.. Their office serves clients in the MOBILE metropolitan area and surrounding communities.

How does William Kelly Nicrosi charge for services?

William Kelly Nicrosi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEAVELL INVESTMENT MANAGEMENT, INC.?

LEAVELL INVESTMENT MANAGEMENT, INC. has approximately 37 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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