ET
CFP
ET
CFP
Eli Tabaria is a CFP-designated registered investment advisor at Pinecrest Advisory Services, LLC, based in Dallas, TX, with 13 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.5M | 1.50% |
| $2.5M+ | 1.30% |
Fees are generally negotiable. Qualified clients may pay 1.75% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
18111 Preston Road, Suite 600, Dallas, TX, 75252
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 2024Employment History
Current Registrations
Pinecrest Advisory Services, LLC
September 2025 - Present · 7 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
August 2020 - December 2024 · 4 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2020 - December 2024 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - August 2020 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - August 2020 · 7 yrs 11 mos
Wts Proprietary Trading Group LLCBroker
May 2011 - April 2012 · 11 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.