This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

N.E.W. ADVISORY SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 31, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 31, 2001

First registration

Feb 1, 2001

Dual registered

yes, broker-dealer

Other names

NICK ZERILLO

IAPD individual key

4320739

• Occurred

  Jul 17, 2023
  Advisor changed firm

  Nicholas Gant Zerillo left Cambridge Investment Research Advisors, Inc. for N.E.W. Advisory Services, Llc (registered 2023-07-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f0935a08-2c9e-5e93-a5c0-91d09f0fa0c0

First observed

Feb 1, 2001

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.