William Mitchell Zerillo

Employer firm

Oasis Advisors CRD 335555

$278M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 09/2022
  Pfs Investments Inc.
  York, PA
• 08/2018 → 09/2022
  Primerica Financial Services
  York, PA
• 02/2019 → 06/2022
  Stauffers Kissel Hill
  Lititz, PA
• 08/2018 → 12/2018
  Cameron Inn Estates
  Mount Joy, PA
• 11/2017 → 05/2018
  Taziki's Mediterranean Cafe
  Birmingham, AL
• 04/2017 → 11/2017
  Revelator Coffee Company
  Birmingham, AL
• 01/2016 → 04/2017
  Westin Birmingham Hotel
  Birmingham, AL
• 08/2006 → 01/2019
  Sports Additions
  Tuscaloosa, AL
• 09/2022 → 12/2024
  Cape Securities, Inc.
  Mcdonough, GA
• 09/2022 → 03/2025
  Terra Wealth Management, Llc
  Manchester, PA
• 05/2025 → Present
  Oasis Advisors, Llc
  Lititz, PA

Previous Registrations

• 2022-09-09 → 2025-04-23
  Terra Wealth
  Manchester, PA
  High Point, NC
  York, PA
• 2021-09-24 → 2022-09-13
  Pfs Investments Inc.
  Manchester, PA
  York, PA

Other Businesses

1)  LICENSED INSURANCE AGENT; INSURANCE SALES; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Your Money Your Purpose LLC: Multi Member LLC - 50/50 owner used for Money Mindset Coaching and educational content.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-20
• S63 Uniform Securities Agent State Law Examination
  2019-08-20

Other Names

• Billy Mitchell Zerillo