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William Michael Beardsley

Investment adviser representative at Nuveen Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$280.5BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Nuveen Asset Management, LLCJun 2022 to now
  2. Nuveen Securities, LLCJun 2022 to now
  3. Columbia Management Investment Advisers, LLCAug 2018 to Jun 2022
  4. Columbia Management Investment Distributors, Inc.Aug 2018 to Jun 2022
  5. LPL Financial LLCNov 2013 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 1 state (IL).

Nuveen Asset Management, LLC

$280.5BAssets managed
65,258Clients
256Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2790728
Firm CRD
155584
Advisor's SEC record (opens in a new tab)
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