Nicholas Bzovi
Investment adviser representative at Ducere Wealth Management
23 yearsExperience
1 stateRegistered in
CFADesignation
$503.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Ducere Wealth ManagementSep 2025 to now
- Morgan Stanley Smith Barney LLCJun 2022 to Sep 2025
- Great Point Capital, LLCJan 2003 to Jun 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ducere Wealth Management
Legal name: Ducere Wealth Management, LLC
$503.8MAssets managed
128Clients
8Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4444881
- Firm CRD
- 337471