Unclaimed Profile

William Clark Newell

ATLANTIC CAPITAL MANAGEMENT, INC.·HOLLISTON, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65CFP31 years registeredATLANTIC CAPITAL MANAGEMENT, INC.

851 WASHINGTON STREET, HOLLISTON, MA 01746CRD# 1444820Firm CRD# 128361

Profile Verification

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

Identity

William Clark Newell · HOLLISTON, MA

Registration

CRD #1444820 · ATLANTIC CAPITAL MANAGEMENT, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATLANTIC CAPITAL MANAGEMENT, INC.

CWM, LLC

Apr 2020 – Oct 2021

Holliston, MA

ATLANTIC CAPITAL MANAGEMENT, INC.

Mar 2005 – May 2020

HOLLISTON, MA

LPL FINANCIAL CORPORATION

Jan 1995 – Apr 2010

HOLLISTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 5, 1995

Years registered · 31

Professional designation · CFP

Disclosure History

1998Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ATLANTIC CAPITAL MANAGEMENT, INC.

CRD 128361 · SEC 801-71450

AUM

$129M

Regulatory assets under management

Employees

500 client accounts

Services offered by ATLANTIC CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ATLANTIC CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Clark Newell offer?

William Clark Newell specializes in Financial Planning, Investment Management, Wealth Management.

What are William Clark Newell's credentials?

William Clark Newell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Clark Newell located?

William Clark Newell is based in HOLLISTON, Massachusetts, last registered with ATLANTIC CAPITAL MANAGEMENT, INC..

How does William Clark Newell charge for services?

William Clark Newell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLANTIC CAPITAL MANAGEMENT, INC.?

ATLANTIC CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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