Adrian Zilvetti is a registered investment advisor, based in Milwaukee, WI, with 31 years of industry experience. Adrian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
115 S. 84th Street, Suite 275, Milwaukee, WI, 53214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adrian owns rental real estate in Puerto Vallarta, Mexico, dedicating minimal time to managing it. He also sells fixed insurance products through various carriers, spending about 10-20% of his time on this activity, and is a board member of America Scores Milwaukee, a non-profit, spending minimal time.
Employment History
Current Registrations
D.H. Hill Securities, LllpBroker
Belpointe Asset Management LLC
Previous Registrations
LPL Financial LLCBroker
Freedom Wealth Alliance
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Disciplined Financial Services, INC
First Midwest Securities, INC.Broker
Capitol Securities Management, INC.Broker
Washington Investment CorporationBroker
Dickinson & CO.Broker
Montano Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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