Samuel Zivi is not listed as a control person, but directly owns under 5% of NBZ Investment Advisors.
NBZ Investment Advisors is an investment adviser based in Knoxville, TN, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $431 million, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8212526
- Firm
- NBZ Investment Advisors · CRD 123902
- Role
- Owner
- In role since
- January 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Knoxville, TN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Zivi work?
Samuel Zivi has been Owner of NBZ Investment Advisors, LLC since January 2025.
How can I verify Samuel Zivi’s record?
Samuel Zivi’s role is listed on NBZ Investment Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 123902.