Inactive

Serge Peter Villani

Wealthspire Advisors

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Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-10
NV	RA	APPROVED	2026-06-10

CO RA
APPROVED

Since 2026-06-10
NV RA
APPROVED

Since 2026-06-10

Branch Locations

110 Country Estates Circle #3, Reno, NV 89511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vegas Sports, Inc.	Las Vegas	NV	05/2007	06/2022
Gwfs Equities, Inc.	Greenwood Village	CO	12/2014	08/2017
Fidelity Investments	Greenwood Village	CO	06/2022	Present
Fidelity Investments	Boston	MA	03/2025	08/2025
Wealthspire Advisors Llc	Reno	NV	08/2025	Present

05/2007 → 06/2022

Vegas Sports, Inc.

Las Vegas, NV
12/2014 → 08/2017

Gwfs Equities, Inc.

Greenwood Village, CO
06/2022 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → 08/2025

Fidelity Investments

Boston, MA
08/2025 → Present

Wealthspire Advisors Llc

Reno, NV

Previous Registrations

2025-03-31 → 2025-08-06

Strategic Advisers Llc

Castle Rock, CO

Greenwood Village, CO

Boston, MA
2022-12-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2012-06-01 → 2013-07-16

Transamerica Financial Advisors, Llc

Centennial, CO
2009-01-15 → 2010-08-17

Chase Investment Services Corp.

Lakewood, CO

Boulder, CO

Littleton, CO
2005-08-01 → 2008-09-18

Wells Fargo Advisors Financial Network, Llc

Denver, CO

Littleton, CO
1999-07-21 → 2005-06-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clearwater, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-11

S66 Uniform Combined State Law Examination

2022-11-11

Designations

Other Names

Serge P Villani

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BENJAMIN F. EDWARDS & COMPANY, INC.

LPL FINANCIAL LLC

TREO VENTURES, LLC

ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ

ANGEL MARIE SANDOVAL

RYAN SCOTT GROSS

JAMES WARREN FRIEDLAN

SUNTALEE KOOZER

MITCHELL J MOUNTAIN

Alexander Mallett

Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV

EDWARD JONES · RENO, NV

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV

LPL FINANCIAL LLC · RENO, NV

GW FINANCIAL · RENO, NV

TREO VENTURES, LLC · RENO, NV

ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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