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Teresa Velgara

Ep Wealth Advisors

Torrance, CA

Skokie, IL

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-05
IL RA APPROVED 2025-08-05
  • CA RA
    APPROVED
    Since 2025-08-05
  • IL RA
    APPROVED
    Since 2025-08-05

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

5202 Old Orchard Road Suite #160, Skokie, IL 60077 • 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
Geneva Advisors, Llc Chicago IL 05/2011 08/2017
At Investment Advisers Inc. Chicago IL 08/2017 12/2018
Rappaport Reiches Capital Management, Llc Skokie IL 12/2018 07/2025
Ep Wealth Advisors, Llc Skokie IL 07/2025 Present
  • 05/2011 → 08/2017
    Geneva Advisors, Llc
    Chicago, IL
  • 08/2017 → 12/2018
    At Investment Advisers Inc.
    Chicago, IL
  • 12/2018 → 07/2025
    Rappaport Reiches Capital Management, Llc
    Skokie, IL
  • 07/2025 → Present
    Ep Wealth Advisors, Llc
    Skokie, IL
Previous Registrations
  • 2018-12-21 → 2025-07-23
    Rappaport Reiches Capital Management,
    Skokie, IL
  • 2017-09-06 → 2019-08-12
    Cibc Private Wealth Advisors, Inc.
    Chicago, IL
  • 2015-11-23 → 2017-09-01
    Geneva Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-23
  • S65 Uniform Investment Adviser Law Examination
    2015-11-23
Designations

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
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