Andrea Zilli

SFI ADVISORS

Weehawken, NJ

Some features on this profile are disabled

CRD#: 5180329

Professional summary

Andrea Zilli, who also goes by Andrea Zilli, is a registered financial advisor currently at SFI ADVISORS, LLC located in Weehawken, New Jersey.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrea has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Zilli

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.

AZ PARTNERS ;12/2023 CIO & Founder; advisory and consulting firm to asset management entities; investment related; approximately 20 hours per month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Zilli's CRS (Customer Relationship Summary).

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

April 24, 2025 - Present

SFI ADVISORS, LLC

RIA

CRD#: 287929

Weehawken, NJ

Past

July 5, 2023 - January 2, 2024

CERITY PARTNERS LLC

RIA

CRD#: 151559

NEW YORK, NY

Past

April 20, 2022 - August 15, 2023

AJ WEALTH

RIA

CRD#: 161950

NEW YORK, NY

Past

August 24, 2021 - April 7, 2022

KORE PRIVATE WEALTH, LLC

RIA

CRD#: 294547

NEW YORK, NY

Past

February 11, 2011 - June 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

January 1, 2011 - June 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SFI ADVISORS, LLC

SFI ADVISORS | SFI ADVISORS, LLC

CRD#: 287929 / SEC#: 801-110293

RIA

Registered Investment Advisory firm - (4/11/2017 Approved)

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

New Jersey
(4/24/2025)

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 66

Date: 2/4/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/2010

General Securities Representative Examination

Current Firm

SFI ADVISORS, LLC

SFI ADVISORS | SFI ADVISORS, LLC

CRD#: 287929 / SEC#: 801-110293

RIA

Registered Investment Advisory firm - (4/11/2017 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

79 Midland Ave., Montclair, NJ 07042

Mailing Address

Phone number

(973) 744-1014

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SFI ADVISORS, LLC ADV PART 2 BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	301
AUM (Assets Under Management)	$ 173,000,000

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

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrea Zilli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Zilli's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERITY PARTNERS LLC

AJ WEALTH

KORE PRIVATE WEALTH, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SFI ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2011

SIE

Date: 6/5/2018

Series 7

Date: 12/28/2010

Current Firm

SFI ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SFI ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors