Esteban Antonio Velez-rios
Investment adviser representative at First Command Advisory Services
10 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Esteban Antonio Velez-rios? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Command Insurance Services, Inc.Jun 2026 to now
- First Command Advisory Services, Inc.Apr 2026 to now
- First Command Brokerage Services, Inc.Jun 2025 to now
- United States Department of AgricultureOct 2024 to Jun 2025
- Blake Willson GroupApr 2024 to Oct 2024
- Ernst & YoungJul 2021 to Apr 2024
- Lynch Consultants, LLCDec 2019 to Jun 2021
- Kforce Government Solutions, Inc.Dec 2016 to Dec 2019
- UnemployedJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 8112437
- Firm CRD
- 281958