Ana C. Harris

CELA WEALTH MANAGEMENT

MIAMI, FL 33156

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CRD#: 5591551

Professional summary

Ana Cela Harris, CFP®, who also goes by Ana Maria Cela, Ana Cela, is a registered financial advisor currently at CELA WEALTH MANAGEMENT located in Miami, Florida.

Ana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ana has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ana Maria Cela | Ana Cela

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.

ATTORNEY-AT-LAW, SOLE PROPRIETOR. NOT INVESTMENT RELATED. PERFORM SERVICES FROM HOME ADDRESS and FROM 8950 SW 74TH CT., SUITE 2213, MIAMI, FL 33156. APPROXIMATELY 10 HOURS PER WEEK, PRACTICING LAW.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ana Cela Harris's 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®

CFP^®

Certified Financial Planner

Experience

Current

December 18, 2008 - Present

CELA WEALTH MANAGEMENT

Office #1: 8950 Sw 74th Court Suite 2213, Miami, FL 33156

RIA

CRD#: 148040

MIAMI, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/18/2008)

IAR

Texas
(5/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CELA WEALTH MANAGEMENT

CELA ADVISORS | CELA WEALTH MANAGEMENT | CELA ADVISORS, LLC

CRD#: 148040 / SEC#: 801-69620

RIA

Registered Investment Advisory firm - (7/23/2009 Terminated)

Florida

Registered Investment Advisory firm - (6/3/2009 Approved)

Texas

Registered Investment Advisory firm - (5/22/2025 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8950 Sw 74th Court Suite 2213, Miami, FL 33156

Mailing Address

Phone number

(305) 667-8123

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 49,300,966

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.

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Ana C. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ana Cela Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

CELA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

CELA WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CELA WEALTH MANAGEMENT

TRUST BUT VERIFY

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