Unclaimed Profile

Alan Robert Nachman

NACHMAN NORWOOD & PARROTT, INC.·GREENVILLE, South Carolina

SIE, Series 7, Series 63, Series 72, Series 99TO24 years registeredNACHMAN NORWOOD & PARROTT, INC.

1116 SOUTH MAIN STREET, GREENVILLE, SC 29601-3300CRD# 1553733Firm CRD# 293199

Profile Verification

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

Identity

Alan Robert Nachman · GREENVILLE, SC

Registration

CRD #1553733 · NACHMAN NORWOOD & PARROTT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Jul 2021 – present

NACHMAN NORWOOD & PARROTT, INC.

May 2018 – Nov 2021

GREENVILLE, SC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2007 – May 2018

GREENVILLE, SC

WACHOVIA SECURITIES, LLC

May 2002 – Sep 2007

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 72

Series 99TO

Registration record

First registered · May 2, 2002

Years registered · 24

Disclosure History

2010Customer Dispute·Settled

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

NACHMAN NORWOOD & PARROTT, INC.

CRD 293199 · SEC 801-112837

AUM

$2.0B

Regulatory assets under management

Employees

2,979 client accounts

Services offered by NACHMAN NORWOOD & PARROTT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

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 NACHMAN NORWOOD & PARROTT, INC. →

Introduction

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Frequently Asked Questions

What services does Alan Robert Nachman offer?

Alan Robert Nachman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

What are Alan Robert Nachman's credentials?

Alan Robert Nachman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Robert Nachman located?

Alan Robert Nachman is based in GREENVILLE, South Carolina, working with NACHMAN NORWOOD & PARROTT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Alan Robert Nachman charge for services?

Alan Robert Nachman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NACHMAN NORWOOD & PARROTT, INC.?

NACHMAN NORWOOD & PARROTT, INC. has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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