NW
Nicholas Wesley Bertell
CRD 5386765
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Redwood Coast Financial Partners | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Redwood Coast Financial Partners
President & Chief Compliance Officer · 75% or more · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗