Unclaimed Profile

Geoffrey Todd Gervasini

WAKEFIELD WEALTH MANAGEMENT, LLLP·ENGLEWOOD, Colorado

Series 7, Series 63, Series 65Clean record26 years registeredWAKEFIELD WEALTH MANAGEMENT, LLLP

7887 E. BELLEVIEW AVE, SUITE 800, ENGLEWOOD, CO 80111CRD# 2443483Firm CRD# 173997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geoffrey Todd Gervasini · ENGLEWOOD, CO

Registration

CRD #2443483 · WAKEFIELD WEALTH MANAGEMENT, LLLP · 26 years registered

Brand Profile

Not yet started

Career History

WAKEFIELD WEALTH MANAGEMENT, LLLP

Jan 2015 – present

WAKEFIELD ASSET MANAGEMENT, LLLP

Oct 2007 – present

WAKEFIELD ASSET MANAGEMENT, INC.

Jan 2004 – Dec 2007

DENVER, CO

CAPITAL WEST ASSET MANAGEMENT LLC

Jan 2000 – Nov 2003

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 4, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAKEFIELD WEALTH MANAGEMENT, LLLP

CRD 173997 · SEC 801-80693

AUM

$369M

Regulatory assets under management

Employees

619 client accounts

Services offered by WAKEFIELD WEALTH MANAGEMENT, LLLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP →

Introduction

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Frequently Asked Questions

What services does Geoffrey Todd Gervasini offer?

Geoffrey Todd Gervasini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Geoffrey Todd Gervasini's credentials?

Geoffrey Todd Gervasini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoffrey Todd Gervasini located?

Geoffrey Todd Gervasini is based in ENGLEWOOD, Colorado, working with WAKEFIELD WEALTH MANAGEMENT, LLLP. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Geoffrey Todd Gervasini charge for services?

Geoffrey Todd Gervasini's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAKEFIELD WEALTH MANAGEMENT, LLLP?

WAKEFIELD WEALTH MANAGEMENT, LLLP has approximately 10 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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