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Nicholas Louis Gizzarelli

Investment adviser representative at Earned Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$3.1BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Earned Wealth Advisors, LLCJan 2025 to now
  2. Earned WealthAug 2024 to Jan 2025
  3. Capital Performance Advisors LLP d/b/a Thomas DollJul 2018 to Jan 2025
  4. Oriole Advisors, LLCMay 2016 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Earned Wealth Advisors, LLC

$3.1BAssets managed
1,875Clients
46Advisers
26 yearsIn 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
4936287
Firm CRD
108052
Advisor's SEC record (opens in a new tab)
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