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RIA / WealthAdvisor18 years in industry

NATHAN JOEL SHARP

Advisor at SAVVY

San Antonio, TX | NEW YORK, NY

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Search this name across graphsid dfx:ria:588d3ba0-2689-6e6e-5063-786be9d52e73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 23, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 28, 2008
First registration: Apr 23, 2009
Dual registered: no
IAPD individual key: 5332556

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Feb 9, 2026	n/a	yes	NEW YORK, NY\|San Antonio, TX	Current employment
MARCADO ASSET MANAGEMENT LLC	Former SEC adviser	Sep 20, 2017	Mar 31, 2026	no	SAN ANTONIO, TX	Previous registration
INTRUST FIDUCIARY GROUP	Former SEC adviser	Sep 28, 2012	Apr 20, 2017	no	AUSTIN, TX\|AUSTIN, TX	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 14, 2012	Mar 24, 2014	no	AUSTIN, TX	Previous registration
SWBC INVESTMENT ADVISORY SERVICES LLC	No RAUM reported	Sep 21, 2011	Sep 26, 2012	no	AUSTIN, TX	Previous registration
SWBC INVESTMENT COMPANY	Independent wealth	May 25, 2011	Sep 30, 2011	no	SAN ANTONIO, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 23, 2009	Oct 13, 2010	no	AUSTIN, TX\|Austin, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARCADO ASSET MANAGEMENT LLC	Savvy	Mar 31, 2026	Feb 9, 2026	-50	Firm change after gap	Other
INTRUST FIDUCIARY GROUP	MARCADO ASSET MANAGEMENT LLC	Apr 20, 2017	Sep 20, 2017	153	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	INTRUST FIDUCIARY GROUP	Mar 24, 2014	Sep 28, 2012	-542	Firm change after gap	Other
SWBC INVESTMENT ADVISORY SERVICES LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 26, 2012	Sep 14, 2012	-12	Firm change	Other
SWBC INVESTMENT COMPANY	SWBC INVESTMENT ADVISORY SERVICES LLC	Sep 30, 2011	Sep 21, 2011	-9	Channel change	Other
CHARLES SCHWAB & CO., INC.	SWBC INVESTMENT COMPANY	Oct 13, 2010	May 25, 2011	224	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
289136:318493:TX:2026-03-31	Mar 31, 2026	Feb 9, 2026	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (7)

→ SAVVYRegistered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ MARCADO ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 20, 2017 to Mar 31, 2026factForm ADV
→ INTRUST FIDUCIARY GROUPRegistered adviserregistration: previous registration
Sep 28, 2012 to Apr 20, 2017factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 14, 2012 to Mar 24, 2014factForm ADV
→ SWBC INVESTMENT ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Sep 21, 2011 to Sep 26, 2012factForm ADV
→ SWBC INVESTMENT COMPANYRegistered adviserregistration: previous registration
May 25, 2011 to Sep 30, 2011factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 23, 2009 to Oct 13, 2010factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
Nathan Joel Sharp left Marcado Asset Management Llc for Savvy (registered 2026-02-09)
Form ADVobserved 6 days ago