Nicholas Rotello
7Two · Denver, Colorado
Nicholas Rotello is a fee-only financial advisor at 7Two in Denver, Colorado, who holds the CFA credential. Nicholas focuses on family wealth transfer. 7Two reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | 7Two |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $230.4M across 171 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 4220921 |
| Exams passed | Series 63 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | 7two.co |
| Profile |
How Nicholas's firm compares
- 7Two's average account is about $1.3 million, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Nicholas
Is Nicholas Rotello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and 7Two reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, 7Two, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Rotello based?
Nicholas Rotello is based in Denver, Colorado.
What does Nicholas specialize in?
Nicholas's specialties include family wealth transfer. Nicholas works with multi-generational families.
What credentials does Nicholas Rotello hold?
Nicholas Rotello holds the CFA credential.
Is Nicholas Rotello registered with the SEC?
Yes. Nicholas Rotello is registered as an investment adviser representative in CO (CRD 4220921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 7Two manage?
7Two reports $230.4M across 171 accounts in assets under management.
How do I contact Nicholas Rotello?
Through Nicholas's website, 7two.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 7Two website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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