WN
William M. Nous
PINNACLE WEALTH ADVISORS
Fort Worth, TX 76109
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CRD#: 8003200
WN
William M NousPINNACLE WEALTH ADVISORS
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
Aliases
None
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view William M Nous's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 21, 2026 - Present
PINNACLE WEALTH ADVISORS
Office #1: 2813 S. Hulen Street, Fort Worth, TX 76109RIA
CRD#: 117517
Fort Worth, TX
Past
December 24, 2024 - July 30, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
COLLEYVILLE, TX
Past
December 3, 2024 - July 30, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
COLLEYVILLE, TX
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 - (6/7/2019 Approved)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)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.Highlighted states indicate IAR registrations
IAR
Texas(7/21/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
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 - (6/7/2019 Approved)Washington
Registered Investment Advisory firm - (6/11/2019 Terminated)Loading...
Contact information
Main Address
9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015
Mailing Address
Phone number
(503) 654-5100
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,644 |
| AUM (Assets Under Management) | $ 461,414,534 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
