Andrew D. Parrillo

PARRILLO INVESTORS LLC

Williamsburg, VA

Some features on this profile are disabled

CRD#: 2689149

Professional summary

Andrew David Parrillo, who also goes by Andrew Parrillo, is a registered financial advisor currently at PARRILLO INVESTORS LLC located in Williamsburg, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Andrew has worked at 2 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Parrillo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Parrillo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 18, 2023 - Present

PARRILLO INVESTORS LLC

RIA

CRD#: 327050

Williamsburg, VA

Past

April 7, 2001 - December 31, 2019

NEWPORT CAPITAL ADVISERS LLC

RIA

CRD#: 106241

QUINCY, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/18/2023)

IAR

Virginia
(6/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 12/13/1995

Non-Member General Securities Examination

Current Firm

PARRILLO INVESTORS LLC

PARRILLO INVESTORS LLC | VICTORY ROAD ADVISORS LLC | PARRILO INVESTORS LLC

CRD#: 327050 / SEC#:

Colorado

Registered Investment Advisory firm - (8/18/2023 Approved)

Virginia

Registered Investment Advisory firm - (6/7/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Williamsburg, VA

Mailing Address

Phone number

(617) 233-9586

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew D. Parrillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Parrillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARRILLO INVESTORS LLC

NEWPORT CAPITAL ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2023

Series 2

Date: 12/13/1995

Current Firm

PARRILLO INVESTORS LLC

Contact information

Documents

Red Flags

Company Information

PARRILLO INVESTORS LLC

TRUST BUT VERIFY

Similar Advisors