DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst26 years in industry

NICHOLAS JOSEPH ROTELLO

Advisor at 7TWO

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3be4a424-6a2f-d145-5133-ca68eb3be375

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 9, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 7TWO
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Sep 1, 2000
First registration: Jan 9, 2015
Dual registered: no
Other names: NICK ROTELLO
IAPD individual key: 4220921

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
7two	Independent wealth	Jan 1, 2025	n/a	yes	DENVER, CO	Current employment
SEVEN TWO PARTNERS	n/a	Feb 4, 2025	Mar 31, 2025	no	Denver, CO	Previous registration
SEVEN TWO PARTNERS	n/a	Jan 22, 2019	Dec 31, 2024	no	DENVER, CO\|Denver, CO	Previous registration
SEVEN TWO PARTNERS	n/a	Sep 14, 2018	Dec 31, 2018	no	Centennial, CO	Previous registration
INNOVEST PORTFOLIO SOLUTIONS LLC	No RAUM reported	Mar 23, 2017	Mar 14, 2019	no	DENVER, CO	Previous registration
SEVEN TWO PARTNERS LLC	Former SEC adviser	Jan 9, 2015	Dec 31, 2016	no	CENTENNIAL, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEVEN TWO PARTNERS	n/a	Mar 31, 2025	n/a	n/a	Departure no registered destination	Departure
SEVEN TWO PARTNERS	7two	Dec 31, 2024	Jan 1, 2025	1	Firm change	Other
INNOVEST PORTFOLIO SOLUTIONS LLC	SEVEN TWO PARTNERS	Mar 14, 2019	Sep 14, 2018	-181	Firm change after gap	Other
SEVEN TWO PARTNERS LLC	INNOVEST PORTFOLIO SOLUTIONS LLC	Dec 31, 2016	Mar 23, 2017	82	Firm change	Other

Relationships

Registered with (4)

→ 7TWORegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ SEVEN TWO PARTNERSRegistered adviserregistration: previous registration
Feb 4, 2025 to Mar 31, 2025factForm ADV
→ INNOVEST PORTFOLIO SOLUTIONS LLCRegistered adviserregistration: previous registration
Mar 23, 2017 to Mar 14, 2019factForm ADV
→ SEVEN TWO PARTNERS LLCRegistered adviserregistration: previous registration
Jan 9, 2015 to Dec 31, 2016factForm ADV

Dated events

Occurred
Mar 31, 2025
Advisor departed, no destination yet
Nicholas Joseph Rotello no longer registered at Seven Two Partners; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Nicholas Joseph Rotello left Seven Two Partners for 7Two (registered 2025-01-01)
Form ADVobserved 6 days ago