James Zerilli, financial advisor Rochester Hills MI

James Zerilli

CRD Number: 6538892
Current Firm: Twentyfive Fourteen Wealth Management

James Zerilli (CRD# 6538892) is an Investment Advisor Representative working at Twentyfive Fourteen Wealth Management in Rochester Hills, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
25 Fourteen Financial Management, LLC Rochester Hills, MI Jun 2019 - Current 4
Utica Community Schools Sterling Heights, MI Sep 2003 - Current 20
Walton Capital Growth Advisers LLC Rochester Hills, MI Jul 2015 - Dec 2018 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for James A. Zerilli
Phone Number: 586-899-1045
Firm Website: http://25fourteen.com
Registered State(s):
  • MI
Current Firm Details
Twentyfive Fourteen Wealth Management
Firm's CRD Number: 304630
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $87,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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