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Nicholas Louis Gizzarelli

Earned Wealth Advisors, LLC

Walnut Creek, CA

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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

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BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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