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Nicholas Joseph Rotello

7Two

Denver, CO

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Current Employers
7Two

100 Fillmore Street 5Th Floor, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

100 Fillmore Street 5Th Floor, Denver, CO 80206 • 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
OrganizationCityStateFromTo
Seven Two Partners Centennial CO 09/2009 03/2025
Innovest Portfolio Solutions, Llc Denver CO 10/2016 06/2018
Seventwo Llc Denver CO 01/2024 Present
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Seven Two Partners
    Denver, CO
  • 2019-01-22 → 2024-12-31
    Seven Two Partners
    Denver, CO
    Denver, CO
  • 2017-03-23 → 2019-03-14
    Innovest Portfolio Solutions Llc
    Denver, CO
  • 2018-09-14 → 2018-12-31
    Seven Two Partners
    Centennial, CO
  • 2015-01-09 → 2016-12-31
    Seven Two Partners Llc
    Centennial, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-01
  • S63 Uniform Securities Agent State Law Examination
    2000-09-01
Designations
Other Names
  • Nick Rotello

View on SEC IAPD

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NICHOLAS MICHAEL YIP

Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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