William Mitchell Zerillo
Investment Adviser Representative at Oasis Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Mitchell Zerillo is an investment adviser representative with Oasis Advisors in Lititz, PA, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Terra Wealth and Primerica Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFS Investments Inc.Jul 2019 – Sep 2022York, PA
- Primerica Financial ServicesAug 2018 – Sep 2022York, PA
- Stauffers Kissel HillFeb 2019 – Jun 2022Lititz, PA
- Cameron INN EstatesAug 2018 – Dec 2018Mount Joy, PA
- Taziki's Mediterranean CafeNov 2017 – May 2018Birmingham, AL
- Revelator Coffee CompanyApr 2017 – Nov 2017Birmingham, AL
- Westin Birmingham HotelJan 2016 – Apr 2017Birmingham, AL
- Sports AdditionsAug 2006 – Jan 2019Tuscaloosa, AL
- CAPE Securities, Inc.Sep 2022 – Dec 2024Mcdonough, GA
- Terra Wealth Management, LLCSep 2022 – Mar 2025Manchester, PA
- OASIS Advisors, LLCMay 2025 – no end date reportedLititz, PA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oasis Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Forest City, IA
- SEC file number:
- 801-132394
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 17, 2026
View full firm profileOther advisors at Oasis Advisors
Showing 12 of 22 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Mitchell Zerillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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