William Zerillo (CRD# 7133139) is an Investment Advisor Representative working at Terra Wealth in Manchester, PA and has over 4 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Sep 2022 - Current | 1 |
| Terra Wealth Management, LLC | Manchester, PA | Sep 2022 - Current | 1 |
| Pfs Investments Inc. | York, PA | Jul 2019 - Sep 2022 | 3 |
| Primerica Financial Services | York, PA | Aug 2018 - Sep 2022 | 4 |
| Stauffers Kissel Hill | Lititz, PA | Feb 2019 - Jun 2022 | 3 |
| Sports Additions | Tuscaloosa, AL | Aug 2006 - Jan 2019 | 12 |
| Cameron Inn Estates | Mount Joy, PA | Aug 2018 - Dec 2018 | < 1 |
| Taziki's Mediterranean Cafe | Birmingham, AL | Nov 2017 - May 2018 | < 1 |
| Revelator Coffee Company | Birmingham, AL | Apr 2017 - Nov 2017 | < 1 |
| Westin Birmingham Hotel | Birmingham, AL | Jan 2016 - Apr 2017 | 1 |
| Sheraton Birmingham Hotel | Birmingham, AL | Aug 2014 - Jan 2016 | 1 |
| Sheraton Birmingham Hotel | Birmingham, AL | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- PA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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