William Nolan
Greenbridge Investment Management · Lake Oswego, Oregon
William Nolan is a fee-only financial advisor at Greenbridge Investment Management in Lake Oswego, Oregon, who holds the CFA credential. William focuses on sustainable & impact investing. Greenbridge Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Greenbridge Investment Management |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $49.9M across 21 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR · CRD 4068397 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.greenbridgeinvestment.com |
How William's firm compares
- Greenbridge Investment Management's average account is about $2.4 million, from its Form ADV (assets managed divided by 21 accounts).
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Questions about William
Is William Nolan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Greenbridge Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Greenbridge Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Nolan based?
William Nolan is based in Lake Oswego, Oregon.
What does William specialize in?
William's specialties include sustainable & impact investing.
What credentials does William Nolan hold?
William Nolan holds the CFA credential.
Is William Nolan registered with the SEC?
Yes. William Nolan is registered as an investment adviser representative in OR (CRD 4068397), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Greenbridge Investment Management manage?
Greenbridge Investment Management reports $49.9M across 21 accounts in assets under management.
How do I contact William Nolan?
Through William's website, www.greenbridgeinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Greenbridge Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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