Nicholas D. Gelso

BECKETT COLLECTIVE

Tucson, AZ

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CRD#: 7161064

Professional summary

Nicholas Daniel Pietro Gelso is a registered financial advisor currently at BECKETT COLLECTIVE located in Tucson, Arizona and 6|21 PRIVATE WEALTH located in Tucson, Arizona.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nicholas has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

6|21 Private Wealth, LLC, a Registered Investment Adviser located in Tucson Arizona. Individually, co-own 6|21 Private Wealth and Beckett Collective, providing financial advice to clients approximately 100 hours/month of which 25 hours/month is during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Daniel Pietro Gelso's 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

March 5, 2020 - Present

BECKETT COLLECTIVE

RIA

CRD#: 307455

Tucson, AZ

Current

April 8, 2025 - Present

6|21 PRIVATE WEALTH

RIA

CRD#: 335433

TUCSON, AZ

Past

July 29, 2019 - April 8, 2020

FORTRESS FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 143969

TUCSON, AZ

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

Arizona
(3/5/2020)

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: 4/19/2019

Uniform Investment Adviser Law Examination

Current Firm

BECKETT COLLECTIVE

BECKETT | BECKETT COLLECTIVE, LLC | BECKETT COLLECTIVE

CRD#: 307455 / SEC#:

Arizona

Registered Investment Advisory firm - (3/5/2020 Approved)

Texas

Registered Investment Advisory firm - (12/27/2023 Conditional Restricted)

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Contact information

Main Address

Tucson, AZ

Mailing Address

Phone number

(520) 200-5150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 38,785,000

Red Flags

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

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Nicholas D. Gelso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Daniel Pietro Gelso's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECKETT COLLECTIVE

6|21 PRIVATE WEALTH

FORTRESS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2019

Current Firm

BECKETT COLLECTIVE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BECKETT COLLECTIVE

TRUST BUT VERIFY

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