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Elizabeth Joan Vella

Equitable Advisors, LLC

Woodridge, IL

CRD 2942785

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-13
  • IL RA
    APPROVED
    Since 2023-06-13

Branch Locations

Woodridge, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christian Brothers Investment Services, Inc. Chicago IL 05/2014 12/2017
Christian Brothers Investment Services, Inc. Chicago IL 01/2018 12/2021
Foreside Financial Services, Llc Chicago IL 01/2022 08/2022
Unemployed Woodridge IL 09/2022 11/2022
Equitable Advisors, Llc New York NY 11/2022 Present
Equitable Oak Brook IL 12/2023 Present
  • 05/2014 → 12/2017
    Christian Brothers Investment Services, Inc.
    Chicago, IL
  • 01/2018 → 12/2021
    Christian Brothers Investment Services, Inc.
    Chicago, IL
  • 01/2022 → 08/2022
    Foreside Financial Services, Llc
    Chicago, IL
  • 09/2022 → 11/2022
    Unemployed
    Woodridge, IL
  • 11/2022 → Present
    Equitable Advisors, Llc
    New York, NY
  • 12/2023 → Present
    Equitable
    Oak Brook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-02
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-06-02
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28
Other Names
  • Liz Vella
  • Elizabeth J Vella
  • Elizabeth Joan Vella
  • Elizabeth Vella

View on SEC IAPD

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