GT
Geoffrey Todd Gervasini
CRD 2443483
Firms
| Firm | Role | As of |
|---|---|---|
| Wakefield Asset Management, Lllp | Registered representative | 07/20/2026 |
| Wakefield Wealth Management, Lllp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Wakefield Asset Management, Lllp
Managing Partner, Chief Investment Officer · 75% or more · Mar 2024
-
Wakefield Asset Management, Lllp
Shareholder · 75% or more · Mar 2024
-
Wakefield Wealth Management, Lllp
Limited Partner · 75% or more · Mar 2024
-
Wakefield Wealth Management, Lllp
Shareholder · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗