Mary Nicholson is a control person of Donald W. Nicholson & Associates and directly owns under 5% of it.
Donald W. Nicholson & Associates is an investment adviser based in Wilmington, DE, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $171 million, as filed on 1 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4379962
- Firm
- Donald W. Nicholson & Associates · CRD 107054
- Role
- Secretary/Treasurer/Director
- In role since
- November 1987 · 38 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Wilmington, DE
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Nicholson work?
Mary Nicholson has been Secretary/Treasurer/Director of Donald W. Nicholson & Associates LTD since November 1987, and is a control person of the firm.
How can I verify Mary Nicholson’s record?
Mary Nicholson’s role is listed on Donald W. Nicholson & Associates LTD’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 107054.