Eli J. Tabaria

DALLAS, TX 75252

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CRD#: 5890178

Professional summary

Eli Joseph Tabaria, CFP®, who also goes by Eli J Tabaria, was a registered financial advisor .

Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eli had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eli J Tabaria

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.

-Pinecrest Consulting - a firm working with small businesses -Serving as a Board Member of the Jewish Federation of Dallas (a non-profit community organization supporting the Dallas Jewish community); approx. 4 hours/month since 08/2024. -Acting as a Principal Member of IJF Outreach, a non-profit focused on Jewish outreach initiatives including rent, food, and other support services; approx. 6 hours/month since 12/2024. -Operating as CEO of Pinecrest Family Office, a non-investment-related entity that serves as a holding company and employs staff for various affiliated businesses; approx. 60 hours/month since 12/2024. -Operating as Director of Innovative BPS, one of the fastest-growing insurance and benefits agencies serving small- and mid-sized companies (with a specialty in Amazon DSPs). -Affiliated with Tab Capital Management LLC, a personal family holding company that receives income from various sources.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 10, 2025 - Present

Office #1: 18111 Preston Road Suite 600, Dallas, TX 75252

DALLAS, TX

Past

August 25, 2020 - December 20, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

DALLAS, TX

Past

August 25, 2020 - December 20, 2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

DALLAS, TX

Past

November 19, 2012 - August 27, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

September 14, 2012 - August 27, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

May 6, 2011 - April 2, 2012

WTS PROPRIETARY TRADING GROUP LLC

CRD#: 148117

NEW YORK, NY

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

Texas
(9/10/2025)

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

State Security Law Exam

IAR

Series 66

Date: 11/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2012

General Securities Representative Examination

Current firm

No current employment

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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Eli J. Tabaria

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WTS PROPRIETARY TRADING GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2012

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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