AZ
AZ

Adrian Lee Zilvetti

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521

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History

Regulatory History
Clean regulatory record

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.

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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
August 2023 - Present · 2 yrs 6 mos
Belpointe Asset Management LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
September 2014 - August 2023 · 8 yrs 11 mos
Freedom Wealth Alliance
September 2014 - August 2023 · 8 yrs 11 mos
Nations Financial Group, INC.
July 2013 - September 2014 · 1 yr 2 mos
Nations Financial Group, INC.Broker
August 2003 - September 2014 · 11 yrs 1 mo
Disciplined Financial Services, INC
October 2002 - December 2013 · 11 yrs 2 mos
First Midwest Securities, INC.Broker
October 2002 - July 2003 · 9 mos
Capitol Securities Management, INC.Broker
April 1999 - September 2002 · 3 yrs 5 mos
Washington Investment CorporationBroker
August 1996 - April 1999 · 2 yrs 8 mos
Dickinson & CO.Broker
January 1995 - December 1995 · 11 mos
Montano Securities CorporationBroker
May 1994 - January 1995 · 8 mos
State Registrations7 states
AZCOILINOHWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.