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Veronica M. Parellada Eller

MY INVESTMENT PATH
CORAL GABLES, FL 33136
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CRD#: 7610711
VP

Professional summary


Veronica Maria Parellada Eller, who also goes by Veronica Eller, Veronica Maria Parellada Eller, is a registered financial advisor currently at MY INVESTMENT PATH located in Coral Gables, Florida and RAINMAKER SECURITIES, LLC located in New York, New York.

Veronica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Veronica has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Veronica Eller | Veronica Maria Parellada Eller

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.
My Investment Path; Own RIA firm in Florida. Fee based best interest wealth advisory; CEO and Wealth Advisor; Start Date: 03/2024; 4 hrs; Investment related Global Business Advisors; Small business transactions, small m&a asset transactions, consulting, and Florida Commercial RE transactions; Founder and Broker in charge; Start Date: 10/2019; 1 hr; Invesment Related American Insurance Florida Agency; Life, health, disability, LTC and annuities contracts, sometimes with variable securities into them; Agent of Record and CEO; Start Date: 06/2023; 1 hr; Invesment Related Rainmaker Securities, LLC; M&A, investments and capital raise with shares, equity, debt or other financial instruments, General Securities Representative; Start date: 06/2025, 3h, investment related Magistrelli Mortgages LLC; Refer prospects potentially interested in residential mortages; MLO loan officer; Start Date: 11/2025; .2 hr; Non-Investment related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Veronica Maria Parellada Eller'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®
None

Experience


Current

February 27, 2024 - Present

MY INVESTMENT PATH

Office #1: 2525 Ponce De Leon Suite 300, Coral Gables, FL 33136
RIA
CRD#: 329641
CORAL GABLES, FL
Current

June 6, 2025 - Present

RAINMAKER SECURITIES, LLC

BD
CRD#: 132995
New York, NY
Past

July 7, 2023 - September 18, 2023

VIM WEALTH MANAGEMENT, LLC

RIA
CRD#: 311641
CORAL GABLES, FL
Past

March 2, 2023 - June 12, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
MIAMI, FL
Past

January 9, 2023 - June 12, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
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.
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

IAR
Florida
(2/27/2024)
RR
Florida
(6/6/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/27/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/9/2023
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MI
MY INVESTMENT PATH
INVESTMENT MANAGEMENT LLC | MY INVESTMENT PATH

CRD#: 329641 / SEC#:

Florida
Registered Investment Advisory firm - (2/27/2024 Approved)
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Contact information


Main Address
2525 Ponce De Leon Suite 300, Coral Gables, FL 33136
Mailing Address
3333 Sw 23rd St, Miami, FL 33145
Phone number
(305) 490-4413
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts9
AUM (Assets Under Management)$ 1,334,470

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


MY INVESTMENT PATH

CRD#: 329641Coral Gables, FL 33136

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