Elizabeth Joan Vella
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- EquitableDec 2023 to now
- Equitable Advisors, LLCNov 2022 to now
- UnemployedSep 2022 to Nov 2022
- Foreside Financial Services, LLCJan 2022 to Aug 2022
- Christian Brothers Investment Services, Inc.Jan 2018 to Dec 2021
- Christian Brothers Investment Services, Inc.May 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2942785
- Firm CRD
- 6627