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Nicholas Louis Gizzarelli

Earned Wealth Advisors, LLC

Walnut Creek, CA

CRD 4936287

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Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-24
CA RA APPROVED 2018-07-23
  • TX RA
    APPROVED_RES
    Since 2022-01-24
  • CA RA
    APPROVED
    Since 2018-07-23

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • 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
Oriole Advisors, Llc Concord CA 05/2016 07/2018
Capital Performance Advisors Llp D/B/A Thomas Doll Walnut Creek CA 07/2018 01/2025
Earned Wealth Walnut Creek CA 08/2024 01/2025
Earned Wealth Advisors, Llc Walnut Creek CA 01/2025 Present
  • 05/2016 → 07/2018
    Oriole Advisors, Llc
    Concord, CA
  • 07/2018 → 01/2025
    Capital Performance Advisors Llp D/B/A Thomas Doll
    Walnut Creek, CA
  • 08/2024 → 01/2025
    Earned Wealth
    Walnut Creek, CA
  • 01/2025 → Present
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
Previous Registrations
  • 2024-08-01 → 2025-01-04
    Earned Wealth
    Walnut Creek, CA
  • 2016-07-07 → 2018-07-02
    Oriole Advisors, Llc
    Concord, CA
  • 2012-08-16 → 2016-06-24
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-26
  • S65 Uniform Investment Adviser Law Examination
    2012-07-26

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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