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RIA / WealthAdvisorCertified Financial Planner27 years in industry

SERGE PETER VILLANI

Advisor at WEALTHSPIRE ADVISORS

Reno, NV

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Search this name across graphsid dfx:ria:ab29d59b-69ff-661e-4d6f-bbee83c903a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 21, 1999 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: WEALTHSPIRE ADVISORS
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: Jul 21, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 11, 2022
First registration: Jul 21, 1999
Dual registered: no
Other names: SERGE P VILLANI
IAPD individual key: 3258944

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
WEALTHSPIRE ADVISORS	Independent wealth	Jun 10, 2026	n/a	yes	Reno, NV	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Aug 6, 2025	no	CASTLE ROCK, CO\|GREENWOOD VILLAGE, CO\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 1, 2022	Mar 31, 2025	no	GREENWOOD VILLAGE, CO	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jun 1, 2012	Jul 16, 2013	no	CENTENNIAL, CO	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 15, 2009	Aug 17, 2010	no	LAKEWOOD, CO\|BOULDER, CO\|LITTLETON, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 1, 2005	Sep 18, 2008	no	DENVER, CO\|LITTLETON, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 21, 1999	Jun 29, 2005	no	CLEARWATER, FL	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
STRATEGIC ADVISERS LLC	WEALTHSPIRE ADVISORS	Aug 6, 2025	Jun 10, 2026	308	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
TRANSAMERICA FINANCIAL ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 16, 2013	Dec 1, 2022	3,425	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	TRANSAMERICA FINANCIAL ADVISORS, LLC	Aug 17, 2010	Jun 1, 2012	654	Firm change after gap	Other
WELLS FARGO ADVISORS	CHASE INVESTMENT SERVICES CORP.	Sep 18, 2008	Jan 15, 2009	119	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jun 29, 2005	Aug 1, 2005	33	Firm change	Wirehouse to wirehouse

Relationships

Registered with (7)

→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Aug 6, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 1, 2022 to Mar 31, 2025factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 1, 2012 to Jul 16, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 15, 2009 to Aug 17, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 1, 2005 to Sep 18, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 21, 1999 to Jun 29, 2005factForm ADV

Dated events

Occurred
Aug 6, 2025
Advisor changed firm
Serge Peter Villani left Strategic Advisers Llc for Wealthspire Advisors (registered 2026-06-10)
Form ADVobserved 6 days ago