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William Gormley Nicolls

WATERMARK GROUP, INC.·PRINCETON, New Jersey
Clean recordWATERMARK GROUP, INC.
47 HULFISH STREET, PRINCETON, NJ 08542CRD# 4362806Firm CRD# 108272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Gormley Nicolls · PRINCETON, NJ
Registration
CRD #4362806 · WATERMARK GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Gormley Nicolls is a registered financial advisor based in PRINCETON, New Jersey, affiliated with WATERMARK GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WATERMARK GROUP, INC.
WATERMARK GROUP, INC.
AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at WATERMARK GROUP, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4362806
Firm CRD# 108272
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Gormley Nicolls offer?
William Gormley Nicolls specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are William Gormley Nicolls's credentials?
William Gormley Nicolls is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Gormley Nicolls located?
William Gormley Nicolls is based in PRINCETON, New Jersey, working with WATERMARK GROUP, INC.. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does William Gormley Nicolls charge for services?
William Gormley Nicolls's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERMARK GROUP, INC.?
WATERMARK GROUP, INC. has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATERMARK GROUP, INC.

Jesse Evan Lasky
PRINCETON, NJ
John Niforatos
PRINCETON, NJ
Dougin Algase Walker
PRINCETON, NJ
Stephen Walter Modzelewski
PRINCETON, NJ
David Cedric Rowntree
PRINCETON, NJ
Andrew Marc Okun
PRINCETON, NJ

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Research
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