Nicholas Rotello, financial advisor Denver CO

Nicholas Rotello

CRD Number: 4220921
Current Firm: Seven Two Partners

Nicholas Rotello (CRD# 4220921) is an Investment Advisor Representative working at Seven Two Partners in Denver, CO and has over 23 years of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Denver CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Denver CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Denver CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Seventwo, LLC Greenwood Village, CO Jan 2024 - Current < 1
Seven Two Partners Centennial, CO Sep 2009 - Current 14
Innovest Portfolio Solutions, LLC Denver, CO Oct 2016 - Jun 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nicholas J. Rotello
Phone Number: 720-477-7274
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

Ready to hire a financial advisor? Get competitive proposals from Nicholas Rotello and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.