Nicholas Gervasini has been an investment adviser representative at Wakefield Asset Management, LLLP since March 2024, and is not listed among the firm’s executive officers or direct owners.
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.
Nicholas Gervasini’s longest registration is the current one, 2 years at Wakefield Wealth Management, LLLP since 2024.
- – present · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 143720
- Wakefield Wealth Management, LLLPAlso current– present · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 173997
Investment adviser representative registrations
Nicholas Gervasini is registered as an investment adviser representative in Colorado, since March 2024.
- ColoradoSince 25 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicholas Todd Gervasini
- CRD
- 7883265
- Firm
- Wakefield Asset Management, LLLP · CRD 143720
- Office
- 7887 EAST BELLEVIEW AVE, SUITE #800, Englewood, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Nicholas Gervasini work?
Nicholas Gervasini is an investment adviser representative registered through Wakefield Asset Management, LLLP since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Gervasini a financial advisor?
Yes. Nicholas Gervasini has a current investment-adviser registration in Colorado, through Wakefield Asset Management, LLLP since March 2024.
How many years of experience does Nicholas Gervasini have?
Nicholas Gervasini has 2 years in the financial industry, since March 2024, across 2 adviser firms.
What exams has Nicholas Gervasini passed?
Nicholas Gervasini passed the Series 65 in May 2023.
Where is Nicholas Gervasini based?
Nicholas Gervasini’s registered office is in Englewood, CO.
Is Nicholas Gervasini registered with FINRA?
No. Nicholas Gervasini has no current broker registration.
How can I verify Nicholas Gervasini’s record?
Search CRD 7883265 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Gervasini’s full registration record.