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William Irvin Woodson

Managing Director & Co-HeadCynosure Portfolio Advisors LLCCRD 1529221

About William Irvin Woodson

William Irvin Woodson is listed as Managing Director & Co-Head at Cynosure Portfolio Advisors LLC in Salt Lake City, UT. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Cynosure Portfolio Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Irvin Woodson work?

William Irvin Woodson is listed as Managing Director & Co-Head at Cynosure Portfolio Advisors LLC on SEC Form ADV.

How much of Cynosure Portfolio Advisors LLC does William Irvin Woodson own?

Form ADV reports a beneficial ownership band of Under 5%.

Cynosure Portfolio Advisors LLC

TitleManaging Director & Co-Head
OwnershipUnder 5%
Control personYes
Since2025
View Cynosure Portfolio Advisors LLC →