DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Andrew Arthur Zittell
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Andy Zittell
At current firm
5 y
since Feb 22, 2021
In the industry
36 y
since Mar 13, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Wealth Consulting Group independent RIA currentsince Feb 22, 2021 · San Rafael, Ca
- Mariner Advisor Network BD affiliatedMay 10, 2017 to Feb 22, 2021 · San Rafael, Ca
- Yerba Buena Wealth Advisors, LLC unclassifiedOct 21, 2015 to Aug 4, 2017 · San Rafael, Ca
- Yerba Buena Wealth Advisors LLC unclassifiedSep 26, 2013 to Oct 7, 2016 · San Rafael, Ca
- Ws Griffith Securities, Inc. unclassifiedJun 13, 2000 to Jun 1, 2004 · Walnut Creek, Ca
Moves
a registration end followed by a registration begin elsewhere
- Mariner Advisor Network to The Wealth Consulting Groupleft Feb 22, 2021, registered Feb 22, 2021 (0 days) · RIA to RIA
- Yerba Buena Wealth Advisors, LLC to Mariner Advisor Networkleft Aug 4, 2017, registered May 10, 2017 (-86 days) · Other
- Yerba Buena Wealth Advisors LLC to Yerba Buena Wealth Advisors, LLCleft Oct 7, 2016, registered Oct 21, 2015 (-352 days) · Other · moved with a team
- Ws Griffith Securities, Inc. to Yerba Buena Wealth Advisors LLCleft Jun 1, 2004, registered Sep 26, 2013 (3404 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address