Unclaimed Profile

Nolan C Wood

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

Series 6, Series 7, Series 63, Series 65CFAClean record26 years registeredCANTERBURY CONSULTING INCORPORATED

610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 3041549Firm CRD# 22875

Profile Verification

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

Identity

Nolan C Wood · NEWPORT BEACH, CA

Registration

CRD #3041549 · CANTERBURY CONSULTING INCORPORATED · 26 years registered

Brand Profile

Not yet started

Career History

CANTERBURY CONSULTING INCORPORATED

Feb 2005 – present

NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC

Jan 2000 – Jan 2005

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 31, 2000

Years registered · 26

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

AUM

$6.6B

Regulatory assets under management

Employees

4,358 client accounts

Services offered by CANTERBURY CONSULTING INCORPORATED

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Nolan C Wood offer?

Nolan C Wood specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Nolan C Wood's credentials?

Nolan C Wood holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nolan C Wood located?

Nolan C Wood is based in NEWPORT BEACH, California, working with CANTERBURY CONSULTING INCORPORATED. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Nolan C Wood charge for services?

Nolan C Wood's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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