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Geoffrey Todd Gervasini

WAKEFIELD WEALTH MANAGEMENT, LLLP·ENGLEWOOD, Colorado
Clean recordWAKEFIELD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Geoffrey Todd Gervasini is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with WAKEFIELD WEALTH MANAGEMENT, LLLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WAKEFIELD WEALTH MANAGEMENT, LLLP
WAKEFIELD WEALTH MANAGEMENT, LLLP
AUM
$369M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2443483
Firm CRD# 173997
View on FINRA BrokerCheck →

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05

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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Other Advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP

Gregory J Brittain
ENGLEWOOD, CO

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