Nathan M Mirizzi
Investment adviser representative at Savvy
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- SavvyMar 2026 to now
- Blue Barn Wealth, LLCOct 2024 to now
- Burrus Financial ServicesJan 2024 to Oct 2024
- Moss AdamsJan 2023 to Nov 2023
- Cal Poly Agriculture OperationsFeb 2022 to Dec 2022
- Full Time StudentOct 2014 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 7970291
- Firm CRD
- 318493