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William Mitchell Zerillo

Terra Wealth

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About William Mitchell Zerillo

William Mitchell Zerillo is a financial professional with over 5 years of experience in the industry. William is currently registered with Terra Wealth as a Registered Representative and Investment Adviser Representative. William has held previous roles with PFS INVESTMENTS INC., PRIMERICA FINANCIAL SERVICES, Stauffers Kissel Hill, CAMERON INN ESTATES, Taziki's Mediterranean Cafe, Revelator Coffee Company, WESTIN BIRMINGHAM HOTEL, SHERATON BIRMINGHAM HOTEL, SPORTS ADDITIONS, CAPE SECURITIES, INC., and TERRA WEALTH MANAGEMENT, LLC. William has a strong background in providing financial planning, portfolio management, and other investment-related services to individual and business clients.

Firm Information

William Zerillo is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Zerillo’s Registration & Firm History

NC

09/09/2022 - Present

Terra Wealth (HIGH POINT NC)

PA

08/01/2019 - 09/13/2022

PFS INVESTMENTS INC. (YORK PA)

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Licenses & Designations

IA

Issued 09/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Mitchell Zerillo.
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