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Sofia Emilia Tello

Investment adviser representative at Uyana Partners LLC
12 yearsExperience
1 stateRegistered in
$115MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Uyana Partners LLCAug 2024 to now
  2. Eta Capital PartnersJun 2023 to Aug 2023
  3. Insignium Asset ManagementJun 2022 to Aug 2022
  4. Tulane UniversityAug 2020 to Aug 2024
  5. UnemployedJan 2014 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Uyana Partners LLC

$115MAssets managed
74Clients
7Advisers
Under 1 yearIn 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
7997950
Firm CRD
300280
Advisor's SEC record (opens in a new tab)
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