EV
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Eloisa Vela
11 Years of Experience
San Antonio, TX
1 DisclosureBroker
Eloisa Vela is a registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 11 years of industry experience. Eloisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
8000 I.H. 10 West Suite 600, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
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Criminal
September 1981Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Cetera Investment Services LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Kestra Advisory Services, LLC
January 2023 - April 2025 · 2 yrs 3 mos
Kestra Investment Services, LLCBroker
January 2023 - April 2025 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2021 - November 2022 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - November 2022 · 1 yr 1 mo
Waddell & ReedBroker
March 2020 - July 2021 · 1 yr 4 mos
Waddell & Reed
March 2020 - July 2021 · 1 yr 4 mos
Thrivent Investment Management INC.
November 2019 - February 2020 · 3 mos
Thrivent Investment Management INC.Broker
November 2019 - February 2020 · 3 mos
Foresters Advisory Services, LLC
March 2018 - June 2019 · 1 yr 3 mos
Foresters Financial Services, INC.Broker
July 2013 - June 2019 · 5 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.