Andrea Zilli has been an investment adviser representative at Wealth Teams Alliance since February 2026, and is not listed among the firm’s executive officers or direct owners.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
Andrea Zilli’s longest registration was 7 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2011–2018). Before joining Wealth Teams Alliance in 2026, Andrea Zilli was registered through Cerity Partners LLC and Aj Wealth.
- Wealth Teams AllianceCurrent– present · under a yearWeehawken, NJ · Adviser representative · Firm CRD 168907
- Sfi Advisors, LLCAlso current– present · 1 yearWeehawken, NJ · Adviser representative · Firm CRD 287929
- Cerity Partners LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 151559
- Aj Wealth– · 1 yearNew York, NY · Adviser representative · Firm CRD 161950
- Kore Private Wealth, LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 294547
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 7 yearsNew York, NY · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Andrea Zilli is registered as an investment adviser representative in 2 states. The first approvals date from April 2025; the most recent is Texas, in February 2026.
- New JerseySince 24 April 2025
- TexasSince 19 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 February 2011 |
| Series 7 | General Securities Representative Examination | 28 December 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5180329
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- Weehawken, NJ
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrea Zilli work?
Andrea Zilli is an investment adviser representative registered through Wealth Teams Alliance Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrea Zilli a financial advisor?
Yes. Andrea Zilli has a current investment-adviser registration in New Jersey and Texas, through Wealth Teams Alliance since February 2026.
How many years of experience does Andrea Zilli have?
Andrea Zilli has 11 years in the financial industry, since July 2015, across 6 adviser firms.
What exams has Andrea Zilli passed?
Andrea Zilli has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2010. FINRA credited Andrea Zilli with the SIE, which began in October 2018.
Where did Andrea Zilli work before Wealth Teams Alliance?
Before Wealth Teams Alliance, Andrea Zilli was registered through Cerity Partners LLC, July 2023 to January 2024; Aj Wealth, April 2022 to August 2023; Kore Private Wealth, LLC, August 2021 to April 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2011 to June 2018.
Where is Andrea Zilli based?
Andrea Zilli’s registered office is in Weehawken, NJ.
Is Andrea Zilli registered with FINRA?
No. Andrea Zilli has no current broker registration.
How can I verify Andrea Zilli’s record?
Search CRD 5180329 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Zilli’s full registration record.
