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Wayne Cleofoster George

Nuvern Wealth Advisors LLC

New York, NY

CRD 4545527

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Employer firm

Nuvern Wealth Advisors LLC CRD 322065

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Nuvern Wealth Advisors Llc

26 Broadway, Suite 934, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-10
  • NY RA
    APPROVED
    Since 2024-01-10

Branch Locations

26 Broadway Suite 934, New York, NY 10004 • 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
George Capital Advisors Llc New York NY 01/2016 Present
  • 01/2016 → Present
    George Capital Advisors Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-07
S63 Uniform Securities Agent State Law Examination 2002-08-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-07
  • S63 Uniform Securities Agent State Law Examination
    2002-08-16

View on SEC IAPD

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