Unclaimed Profile

Elisa-Anne-Marie Del Valle

CETERA ADVISORS LLC·GREENWOOD VILLAGE, Illinois

SIE, Series 7, Series 66Clean record21 years registeredCETERA ADVISORS LLC

5299 DTC BLVD, GREENWOOD VILLAGE, IL 80111CRD# 4807911Firm CRD# 10299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elisa-Anne-Marie Del Valle · GREENWOOD VILLAGE, IL

Registration

CRD #4807911 · CETERA ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Mar 2024 – present

CETERA ADVISORS LLC

Apr 2012 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Mar 2012

SAINT PETERSBURG, FL

RAYMOND JAMES FINANCIAL SERVICES

Jan 2008 – Jan 2009

LITTLETON, CO

INTERSECURITIES, INC.

Nov 2006 – Mar 2007

DENVER, CO

SECURIAN FINANCIAL SERVICES, INC.

Sep 2004 – Nov 2006

ENGLEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 13, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CETERA ADVISORS LLC

CRD 10299 · SEC 801-33020

AUM

$22.0B

Regulatory assets under management

Employees

1,138

81,652 client accounts

Services offered by CETERA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CETERA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Elisa-Anne-Marie Del Valle offer?

Elisa-Anne-Marie Del Valle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Illinois for a consultation.

What are Elisa-Anne-Marie Del Valle's credentials?

Elisa-Anne-Marie Del Valle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elisa-Anne-Marie Del Valle located?

Elisa-Anne-Marie Del Valle is based in GREENWOOD VILLAGE, Illinois, working with CETERA ADVISORS LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Elisa-Anne-Marie Del Valle charge for services?

Elisa-Anne-Marie Del Valle's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CETERA ADVISORS LLC?

CETERA ADVISORS LLC has approximately 1138 employees and manages $22.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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