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Nicholas Bzovi

Ducere Wealth Management

Newport Beach, CA

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Current Employers
Ducere Wealth Management

1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-05
  • CA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1401 Dove Street Suite 630, Newport Beach, CA 92660 • 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
Great Point Capital, Llc Chicago IL 01/2003 06/2022
Morgan Stanley Smith Barney Llc Newport Beach CA 06/2022 09/2025
Ducere Wealth Management Newport Beach CA 09/2025 Present
  • 01/2003 → 06/2022
    Great Point Capital, Llc
    Chicago, IL
  • 06/2022 → 09/2025
    Morgan Stanley Smith Barney Llc
    Newport Beach, CA
  • 09/2025 → Present
    Ducere Wealth Management
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-22
S63 Uniform Securities Agent State Law Examination 2003-03-31
  • S66 Uniform Combined State Law Examination
    2022-05-22
  • S63 Uniform Securities Agent State Law Examination
    2003-03-31
Designations
Other Names
  • Nicholas Bzoui

View on SEC IAPD

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OCVC, LLC · NEWPORT BEACH, CA
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PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
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