Geoffrey Gervasini has been Managing Partner, Chief Investment Officer of Wakefield Asset Management, LLLP since December 2006, is a control person of the firm and directly owns 75% or more of it. Geoffrey Gervasini holds a B.A. in political science from Boston College.
Wakefield Asset Management, LLLP is an Englewood, CO firm with $454M under management, 201 clients and 3 advisers in one office, as of its March 2026 filing.
G. Todd Gervasini is Managing Partner and Chief Investment Officer of Wakefield Asset Management, LLLP. He is the founder of Wakefield Asset Management and has worked in investment management since 1993. He directs the overall portfolio management, strategic investment research and development initiatives for Wakefield Asset Management and Wakefield Wealth Management. Before founding Wakefield, he was President and co-founder of Capital West Asset Management, and earlier a vice president and then senior vice president at C.M. Bidwell & Associates.
Geoffrey Gervasini’s longest registration is the current one, 18 years at Wakefield Asset Management, LLLP since 2007. Before joining Wakefield Asset Management, LLLP in 2007, Geoffrey Gervasini was registered through Wakefield Asset Management, Inc. and Capital West Asset Management LLC.
- Wakefield Wealth Management, LLLPAlso current– present · 11 yearsEnglewood, CO · Adviser representative · Firm CRD 173997
- – present · 18 yearsEnglewood, CO · Adviser representative · Firm CRD 143720
- Wakefield Asset Management, Inc.– · 3 yearsDenver, CO · Adviser representative · Firm CRD 128126
- Capital West Asset Management LLC– · 3 yearsGreenwood Village, CO · Adviser representative · Firm CRD 108750
Investment adviser representative registrations
Geoffrey Gervasini is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2007; the most recent is Texas, in January 2015.
- ColoradoSince 31 October 2007
- IllinoisSince 27 July 2010
- TexasSince 31 October 2007
- TexasResidentSince 9 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 1994 |
| Series 7 | General Securities Representative Examination | 20 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Geoffrey Todd Gervasini
- CRD
- 2443483
- Firm
- Wakefield Asset Management, LLLP · CRD 143720
- Role
- Managing Partner, Chief Investment Officer
- Office
- 7887 EAST BELLEVIEW AVE, SUITE #800, Englewood, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- March 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wakefieldasset.com
Where does Geoffrey Gervasini work?
Geoffrey Gervasini has been Managing Partner, Chief Investment Officer of Wakefield Asset Management, LLLP since December 2006, and is a control person of the firm.
Is Geoffrey Gervasini a financial advisor?
Yes. Geoffrey Gervasini has a current investment-adviser registration in Colorado, Illinois, Texas and Texas, through Wakefield Asset Management, LLLP since October 2007.
How many years of experience does Geoffrey Gervasini have?
Geoffrey Gervasini has 26 years in the financial industry, since March 2000, across 4 adviser firms.
What exams has Geoffrey Gervasini passed?
Geoffrey Gervasini has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1994.
Where did Geoffrey Gervasini work before Wakefield Asset Management, LLLP?
Before Wakefield Asset Management, LLLP, Geoffrey Gervasini was registered through Capital West Asset Management LLC, January 2000 to November 2003.
Where is Geoffrey Gervasini based?
Geoffrey Gervasini’s registered office is in Englewood, CO.
Is Geoffrey Gervasini registered with FINRA?
No. Geoffrey Gervasini has no current broker registration.
How can I verify Geoffrey Gervasini’s record?
Search CRD 2443483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Gervasini’s full registration record.