William Kelly Nicrosi

Employer firm

Leavell Investment Management, Inc. CRD 107890

$3.40B regulatory AUM 11 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Leavell Investment Management, Inc.

210 Saint Joseph Street, Mobile, AL 36602 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-07-18
AL	RA	APPROVED	2010-08-02

TX RA
APPROVED

Since 2013-07-18
AL RA
APPROVED

Since 2010-08-02

Branch Locations

210 Saint Joseph Street, Mobile, AL 36602 • United States

2712 18Th Place South, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Leavell Investment Management, Inc.	Mobile	AL	08/2010	Present

08/2010 → Present

Leavell Investment Management, Inc.

Mobile, AL

Previous Registrations

2000-04-13 → 2010-02-02

Arlington Partners Llc

Birmingham, AL

Other Businesses

NKC PROPERTIES, LLC - 50% OWNERSHIP, BUSINESS OWNS REAL ESTATE PROPERTIES. WNS INVESTMENTS, LLC - 33 1/3% OWNERSHIP, OWNS PRIVATE EQUITY INVESTMENTS. I AM THE TREASURER OF MY WIFE'S DENTAL PRACTICE (CAROL ANN D. NICROSI, DMD, MS, P.C.). THIS IS A NON INVESTMENT RELATED COMPANY. MY TIME DEVOTED TO THIS BUSINESS IS OUTSIDE OF NORMAL BUSINESS HOURS AND CONSISTS OF A FEW HOURS A MONTH.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-04-30

S63 Uniform Securities Agent State Law Examination

1999-04-30

Designations

Certified Financial Planner

Other Names

William Nicrosi
William Kelly Nicrosi
William Kelly Nicrosi Ii

View on SEC IAPD