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Joanne Nmn Zerillo

Papamarkou Wellner Perkin Advisors

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About Joanne Nmn Zerillo

Joanne Zerillo is a registered representative of Papamarkou Wellner Perkin Advisors. Joanne has been in the industry since 1993. Joanne is a licensed investment advisor with a focus on providing financial guidance to individuals and families. Joanne has a wide range of experience in the financial services industry, including work at Barrington Capital Group, L.P. and D. H. Blair & Co., INC.

Firm Information

Joanne Zerillo is currently registered with Papamarkou Wellner Perkin Advisors. Papamarkou Wellner Perkin Advisors is a New York-based investment advisor with a focus on portfolio management for individuals, pooled investment vehicles, and charitable organizations. The firm provides advice on asset allocation and publishes periodicals. They manage over $332 million in assets for approximately 112 clients.
Papamarkou Wellner Perkin Advisors

430 PARK AVENUE

NEW YORK, NY 10022

$332.45M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on asset allocation

Advice on asset allocation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Joanne Zerillo’s Registration & Firm History

NY

09/07/2021 - Present

Papamarkou Wellner Perkin Advisors (NEW YORK NY)

NY

05/07/1997 - 01/27/1998

BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)

NY

12/24/1992 - 04/16/1997

D. H. BLAIR & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/12/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/19/2000

Series 4 - Registered Options Principal Examination

BC

Issued 08/12/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2011

Series 3 - National Commodity Futures Examination

BC

Issued 02/26/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanne Nmn Zerillo.
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