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Valery Vela

Mercury Advisory, LLC

Gardina, CA

San Francisco, CA

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Current Employers
Mercury Advisory, Llc

333 Bush Street Suite 1900, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-03
  • CA RA
    APPROVED
    Since 2026-04-03

Branch Locations

Gardina, CA • United States

333 Bush Street Suite 1900, San Francisco, CA 94104 • 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
National Planning Corporation Santa Monica CA 10/2007 01/2018
Cetera Advisor Networks Llc El Segundo CA 04/2018 05/2021
Unemployed Sherman Oaks CA 01/2018 04/2018
Altruist Financial Llc Culver City CA 05/2021 10/2025
Mercury Technologies Inc. Sf CA 10/2025 Present
Mercury Investment Services Llc Sf CA 10/2025 Present
Mercury Advisory Llc Sf CA 04/2026 Present
  • 10/2007 → 01/2018
    National Planning Corporation
    Santa Monica, CA
  • 04/2018 → 05/2021
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2018 → 04/2018
    Unemployed
    Sherman Oaks, CA
  • 05/2021 → 10/2025
    Altruist Financial Llc
    Culver City, CA
  • 10/2025 → Present
    Mercury Technologies Inc.
    Sf, CA
  • 10/2025 → Present
    Mercury Investment Services Llc
    Sf, CA
  • 04/2026 → Present
    Mercury Advisory Llc
    Sf, CA
Previous Registrations
  • 2018-05-04 → 2021-05-28
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 2012-05-30 → 2018-02-13
    National Planning Corporation
    El Segundo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-03
S66 Uniform Combined State Law Examination 2012-05-17
  • S65 Uniform Investment Adviser Law Examination
    2026-04-03
  • S66 Uniform Combined State Law Examination
    2012-05-17
Other Names
  • Valery Vela
  • Valery Guinto

View on SEC IAPD

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