Andrea Milligan Zullo

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 01/2026 → Present
  M3 Insurance
  Milwaukee, WI
• 01/2025 → Present
  University Of Wisconsin- Madison
  Madison, WI
• 08/2022 → 12/2024
  Florida Gulf Coast University
  Fort Myers, FL
• 08/2019 → 05/2022
  Canterbury School Of Fort Myers
  Fort Myers, FL
• 03/2025 → Present
  Levy Restaurants
  Chicago, IL
• 05/2022 → 12/2024
  Body Crafters Inc.
  Naples, FL
• 06/2016 → 07/2019
  Unemployed
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-01