Role at Canterbury Consulting
- Title on Schedule A
- Managing Director
- Control
- Nolan Wood is not a control person of Canterbury Consulting.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Nolan Wood has held the filed role since December 2015.
The firm
Form ADV filed 4 May 2026
Career on record
Nolan Wood has been registered through Canterbury Consulting since February 2005, and before that through Nicholas-applegate Capital Management LLC.
- – present · 22 yearsSeattle, WA · Adviser representative · Firm CRD 22875
- Nicholas-applegate Capital Management LLC– · 5 yearsSan Diego, CA · Adviser representative · Firm CRD 104606
- Passed Series 7 · 2000
- Passed Series 65 · 1999
- Passed Series 6 and Series 63 · 1998
Registrations and exams
Nolan Wood has a current investment-adviser registration in Utah and Washington and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Utah | Investment adviser representative | Approved | 19 September 2024 |
| Washington | Investment adviser representative | Approved | 29 September 2005 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 1998 |
| Series 7 | General Securities Representative Examination | 26 January 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 April 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Nolan C Wood
- CRD
- 3041549
- Registration status
- Investment adviser registration
- Office
- 1200 Fifth Ave, Suite 1725, Seattle, WA 98101
- Firm bio
- canterburyconsulting.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Canterbury identifies Nolan Wood as a managing director and shareholder who advises institutions and private families. Canterbury Consulting official team page
Education
- He earned a BA in economics from the University of New Mexico.Canterbury Consulting official team page
Credentials and memberships
- The firm biography identifies him as a CFA charterholder.Canterbury Consulting official team page
Common questions
Where does Nolan Wood work?
Nolan Wood has been Managing Director of Canterbury Consulting Incorporated since December 2015.
Is Nolan Wood a financial advisor?
Yes. Nolan Wood has a current investment-adviser registration in Utah and Washington, through Canterbury Consulting since February 2005, as of 17 October 2026.
How many years of experience does Nolan Wood have?
Nolan Wood has worked in the financial industry for 26 years as of 17 October 2026, counted from 23 February 2000, across 2 adviser firms.
What exams has Nolan Wood passed?
Nolan Wood has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1998.
Where did Nolan Wood work before Canterbury Consulting?
Before Canterbury Consulting, Nolan Wood was registered through Nicholas-applegate Capital Management LLC, January 2000 to January 2005.
Where is Nolan Wood based?
Nolan Wood’s registered office is in Seattle, WA.
Leadership at Canterbury Consulting
Jason LeveyChief Executive Officer
Debashis ChowdhuryPresident
Poorvi ParekhChief Compliance Officer (cco)
Donald CluckFounding Director
Jerry Dale III MontgomeryManaging Director
Michael LavenChairman