Nancy E. Mccolgan

CRD#: 4748718

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nancy Elizabeth Mccolgan, CFP®, who also goes by Nancy Elizabeth Majchrzak, was a registered financial professional .

Nancy is a previously registered financial professional and started their career in finance in 1983. Nancy had worked at 5 firms and has passed the Series 7 exam.

Aliases

Nancy Elizabeth Majchrzak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 20

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 5/21/1983

General Securities Representative Examination

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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Contact information

Main Address

50 Schilling Road Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 472-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/11/2024	Cover Page	Report
01/03/2024	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nancy E. Mccolgan

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VERDENCE CAPITAL ADVISORS, LLC

WMS PARTNERS, LLC

1919 INVESTMENT COUNSEL, LLC

LEGG MASON INVESTMENT COUNSEL

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 5/21/1983

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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