Unclaimed Profile

William Shannon Decker

DECKER WEALTH MANAGEMENT, LLC·NASHVILLE, Tennessee

Series 7, Series 31, Series 63, Series 6527 years registeredDECKER WEALTH MANAGEMENT, LLC

4535 HARDING PIKE, NASHVILLE, TN 37205CRD# 2243114Firm CRD# 150094

Profile Verification

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

Identity

William Shannon Decker · NASHVILLE, TN

Registration

CRD #2243114 · DECKER WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

DECKER WEALTH MANAGEMENT, LLC

Apr 2009 – present

STANFORD GROUP COMPANY

Nov 2008 – Mar 2009

NASHVILLE, TN

BANC OF AMERICA INVESTMENT SERVICES, INC.

Dec 2003 – Nov 2008

NASHVILLE, TN

MORGAN STANLEY

Aug 1998 – Oct 2003

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 24, 1998

Years registered · 27

Disclosure History

2005Customer Dispute·Denied

2004Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

DECKER WEALTH MANAGEMENT, LLC

CRD 150094 · SEC 801-70112

AUM

$361M

Regulatory assets under management

Employees

714 client accounts

Services offered by DECKER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DECKER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Shannon Decker offer?

William Shannon Decker specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are William Shannon Decker's credentials?

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

Where is William Shannon Decker located?

William Shannon Decker is based in NASHVILLE, Tennessee, working with DECKER WEALTH MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does William Shannon Decker charge for services?

William Shannon Decker'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 DECKER WEALTH MANAGEMENT, LLC?

DECKER WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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