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VV

Valery Vela

MERCURY ADVISORY
Gardina, CA
Some features on this profile are disabled
CRD#: 5434897
VV

Professional summary

Valery Vela, who also goes by Valery Guinto, Valery Vela, is a registered financial advisor currently at MERCURY ADVISORY, LLC located in Gardina, California and MERCURY INVESTMENT SERVICES LLC located in San Francisco, California.

Valery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Valery has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 52, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Valery Guinto | Valery Vela

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valery Vela's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 3, 2026 - Present

MERCURY ADVISORY, LLC

RIA
CRD#: 308960
Gardina, CA
Current

November 5, 2025 - Present

MERCURY INVESTMENT SERVICES LLC

Office #1: 333 Bush Street Suite 1900, San Francisco, CA 94104
BD
CRD#: 324657
San Francisco, CA
Past

June 4, 2021 - October 22, 2025

ALTRUIST FINANCIAL LLC

BD
CRD#: 299274
CULVER CITY, CA
Past

May 4, 2018 - May 28, 2021

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EL SEGUNDO, CA
Past

May 4, 2018 - May 28, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 30, 2012 - February 13, 2018

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
El Segundo, CA
Past

January 1, 2012 - February 13, 2018

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
El Segundo, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MERCURY ADVISORY, LLC
MERCURY ADVISORY, LLC

CRD#: 308960 / SEC#: 801-118869

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/5/2025)
IAR
California
(4/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/3/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 7/21/2018
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 12/26/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/2/2019
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/8/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MERCURY ADVISORY, LLC
MERCURY ADVISORY, LLC

CRD#: 308960 / SEC#: 801-118869

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
333 Bush Street Suite 1900, San Francisco, CA 94104
Mailing Address
548 Market St Pmb 17471, San Francisco, CA 94104-5401
Phone number
(415) 878-1068
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERCURY ADVISORY LLC PART 2 BROCHURE - OCT 2025 (10/15/2025)

Regulatory assets under management

Total Number of Accounts8,879
AUM (Assets Under Management)$ 15,366,750,045

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERCURY ADVISORY, LLC

CRD#: 308960Gardina, CA

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