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Nathan J. Sharp

MARCADO ASSET MANAGEMENT LLC
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 5332556
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Professional summary

Nathan Joel Sharp, AIF® is a registered financial advisor currently at MARCADO ASSET MANAGEMENT LLC located in San Antonio, Texas and SAVVY located in San Antonio, Texas.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Nathan has worked at 10 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Joel Sharp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

September 20, 2017 - Present

MARCADO ASSET MANAGEMENT LLC

Office #1: 4940 Broadway Street Suite 217, San Antonio, TX 78209
RIA
CRD#: 289136
San Antonio, TX
Current

February 9, 2026 - Present

SAVVY

Office #1: 4940 Broadway Ste 217, San Antonio, TX 78209
RIA
CRD#: 318493
San Antonio, TX
Past

September 28, 2012 - April 20, 2017

INTRUST FIDUCIARY GROUP

RIA
CRD#: 154355
AUSTIN, TX
Past

September 14, 2012 - March 24, 2014

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
AUSTIN, TX
Past

September 10, 2012 - March 24, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
AUSTIN, TX
Past

September 21, 2011 - September 26, 2012

SWBC INVESTMENT ADVISORY SERVICES LLC

RIA
CRD#: 156155
AUSTIN, TX
Past

May 25, 2011 - September 30, 2011

SWBC INVESTMENT COMPANY

RIA
CRD#: 140994
SAN ANTONIO, TX
Past

May 25, 2011 - September 30, 2011

SWBC INVESTMENT SERVICES, LLC

BD
CRD#: 133715
AUSTIN, TX
Past

April 23, 2009 - October 13, 2010

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
AUSTIN, TX
Past

April 23, 2009 - October 13, 2010

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
AUSTIN, TX
Past

December 20, 2007 - December 31, 2008

401(K) INVESTMENT SERVICES, INC.

BD
CRD#: 31150
AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(9/25/2020)
IAR
Texas
(9/20/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/28/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2007
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SAVVY

CRD#: 318493San Antonio, TX 78209

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