Geoffrey T. Gervasini

WAKEFIELD ASSET MANAGEMENT, LLLP

Englewood, CO 80111

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CRD#: 2443483

Professional summary

Geoffrey Todd Gervasini, who also goes by Todd Gervasini, is a registered financial advisor currently at WAKEFIELD ASSET MANAGEMENT, LLLP located in Englewood, Colorado and WAKEFIELD WEALTH MANAGEMENT, LLLP located in Englewood, Colorado.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Geoffrey has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd Gervasini

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Todd Gervasini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2007 - Present

WAKEFIELD ASSET MANAGEMENT, LLLP

Office #1: 7887 East Belleview Ave, Suite #800, Englewood, CO 80111

RIA

CRD#: 143720

Englewood, CO

Current

January 9, 2015 - Present

WAKEFIELD WEALTH MANAGEMENT, LLLP

Office #1: 7887 E. Belleview Ave, Suite 800, Englewood, CO 80111

RIA

CRD#: 173997

Englewood, CO

Past

January 20, 2004 - December 20, 2007

WAKEFIELD ASSET MANAGEMENT, INC.

RIA

CRD#: 128126

DENVER, CO

Past

January 4, 2000 - November 20, 2003

CAPITAL WEST ASSET MANAGEMENT LLC

RIA

CRD#: 108750

GREENWOOD VILLAGE, CO

Past

January 21, 1994 - January 24, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAKEFIELD WEALTH MANAGEMENT, LLLP

CRD#: 173997 / SEC#: 801-80693

RIA

Registered Investment Advisory firm - (1/8/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/31/2007)

IAR

Illinois
(7/27/2010)

IAR

Texas
(10/31/2007)

IAR

Texas
(1/9/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/6/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/1994

General Securities Representative Examination

Current Firm

WAKEFIELD WEALTH MANAGEMENT, LLLP

CRD#: 173997 / SEC#: 801-80693

RIA

Registered Investment Advisory firm - (1/8/2015 Approved)

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Contact information

Main Address

7887 E. Belleview Ave, Suite 800, Englewood, CO 80111

Mailing Address

Phone number

(303) 771-0630

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/2/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 388,296,437

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Geoffrey T. Gervasini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Todd Gervasini's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAKEFIELD WEALTH MANAGEMENT, LLLP

WAKEFIELD ASSET MANAGEMENT, INC.

CAPITAL WEST ASSET MANAGEMENT LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

WAKEFIELD WEALTH MANAGEMENT, LLLP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/1996

Series 63

Date: 2/1/1994

Series 7

Date: 1/20/1994

Current Firm

WAKEFIELD WEALTH MANAGEMENT, LLLP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAKEFIELD WEALTH MANAGEMENT, LLLP

TRUST BUT VERIFY

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