Eloisa Vela

CETERA INVESTMENT ADVISERS LLC

SAN ANTONIO, TX 78230

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CRD#: 6167151

Professional summary

Eloisa Vela, who also goes by Eloisa Martinez, Eloisa Vela, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Antonio, Texas and CETERA INVESTMENT SERVICES LLC located in San Antonio, Texas.

Eloisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Eloisa has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24, Series 51 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eloisa Martinez | Eloisa 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.

Business Name: MISSION FINANCIAL PLANNERS, LLC POSITION: Chief Operating Officer NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 01/04/2023 ADDRESS: 6 01 NW Loop 410, Ste 102, San Antonio TX 78216 DESCRIPTION: Administration Managing non-license personnel Pre-filling life/fixed annuities (not FIA) applications Following up with cases and insurance companies Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Chief Operating Officer NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/04/2023 ADDRESS: 601 NW Loop 410, Ste 102, San Antonio TX 78216 DESCRIPTION: Administration Paperwork processing Business Name: MISSION FINANCIAL PLANNERS, LLC POSITION: Chief Operating Officer NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 01/04/2023 ADDRESS: 601 NW Loop 410, Ste 102, San Antonio TX 78216 DESCRIPTION: Administration Managing non-license personnel Pre-filling life/fixed annuities (not FIA) applications Following up with cases and insurance companies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eloisa 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

July 10, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 8000 I.h. 10 West Suite 600, San Antonio, TX 78230

RIA

CRD#: 105644

SAN ANTONIO, TX

Current

July 10, 2025 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 8000 I.h. 10 West Suite 600, San Antonio, TX 78230

CRD#: 305

SAN ANTONIO, TX

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

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

Texas
(7/10/2025)

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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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Eloisa Vela

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

WADDELL & REED

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

FORESTERS ADVISORY SERVICES, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2018

Series 63

Date: 10/24/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2016

Series 6

Date: 7/11/2013

Series 24

Date: 2/15/2017

Series 51

Date: 11/20/2014

Series 26

Date: 12/19/2013

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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