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William M Nous

PINNACLE WEALTH ADVISORS
Fort Worth, TX
·CRD# 8003200·2 years registered

Professional Summary

William M Nous is a registered financial advisor currently at PINNACLE WEALTH ADVISORS located in Fort Worth, Texas. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years registered in the securities industry

Current & Past Employments

Current

PINNACLE WEALTH ADVISORSCurrent·CRD# 117517
RIA
2813 S. Hulen Street, Fort Worth, TX 76109
July 21, 2026 - Present

Past

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Colleyville, TX
December 24, 2024 - July 30, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Colleyville, TX
December 3, 2024 - July 30, 2026

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Current Firm

PW
PINNACLE WEALTH ADVISORS

BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763
RIA
Registered Investment Advisory firm - SEC (6/7/2019 Approved)
Washington
Registered Investment Advisory firm - Washington (6/11/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015

Phone Number

(503) 654-5100

# of Employees

21

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE WEALTH ADVISORS, LLC - FORM ADV 2A FIRM BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,956

AUM (Assets Under Management)

$549,709,723

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I*: 2069292Name: Rental Property 1Not Investment RelatedAddress: Oakdale, CaliforniaNature: Rental PropertyYour position: Co-ownerTitle, or relationship: Co-ownerStart date:01-Sep-2023Approximate number of hours/month: 2Number of hours you devote during securities trading hours:0Briefly describe your duties: Co-owner with other family members. My responsibility is to submit rent payment. I*2178304, Entity Type: Entity For Profit, Name of OBA: Nurture Luxe LLC, Address: Fort Worth, Texas, 76137, Investment Related: N, Position, Title, Association: Other, Employee State Date: 01/31/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: My wife's Airbnb property management business. On a volunteer basis I may support with going to store to buy furniture etc Business will be owned by my wife. The LLC will be in her name. I will not be getting compensation and will just help on volunteer basis. I may have access to the business credit card as an authorized user to help make purchases at a store for her but card will be opened in her name. As of now no debit card is planned but if she does open checking account I could see her also give me authorization to use debit card to assist. If that would be an issue I can reframe from doing that.

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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".
PW
PINNACLE WEALTH ADVISORS

BIRCH & JOSSI FINANCIAL ADVISORS | PINNACLE WEALTH ADVISORS, LLC | PINNACLE WEALTH ADVISORS, INC. | PINNACLE WEALTH ADVISORS | BIRCH AND MONTHEITH FINANCIAL GROUP, LLC | BIRCH AND MONTEITH, INC. | BIRCH AND MONTEITH | BIRCH AND JOSSI, INC. | BIRCH & JOSSI, INC. | BIRCH & JOSSI FINANCIAL ADVISORS, INC.

CRD#: 117517 / SEC#: 801-116763
RIA
Registered Investment Advisory firm - SEC (6/7/2019 Approved)
Washington
Registered Investment Advisory firm - Washington (6/11/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(7/21/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2024About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view William M Nous's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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