Victor Colella has been an investment adviser representative at Woodward Financial Advisors since April 2020, and is not listed among the firm’s executive officers or direct owners. Victor Colella holds a Bachelor of Business Administration in Accounting from Ohio University.
Woodward Financial Advisors, Inc. is a Chapel Hill, NC firm with $641M under management, 203 clients and 7 advisers in one office, as of its April 2026 filing.
Victor Colella is Wealth Advisor and Director of Advisory Teams at Woodward Financial Advisors. As a Wealth Advisor, he works with clients to help them achieve their personal and financial goals through collaboration with their advisory team, and he applies the same principles in the context of divorce. As Director of Advisory Teams, he manages the people and processes that define the firm's client experience, including the Advisory and Operations teams.
Victor Colella’s longest registration is the current one, 6 years at Woodward Financial Advisors since 2020. Before joining Woodward Financial Advisors in 2020, Victor Colella was registered through Adviser Investments and Eagle Strategies LLC.
- – present · 6 yearsChapel Hill, NC · Adviser representative · Firm CRD 150641
- Adviser Investments– · 2 yearsNewton, MA · Adviser representative · Firm CRD 156984
- Eagle Strategies LLC– · under a yearWaltham, MA · Adviser representative · Firm CRD 110826
Professional designations
Listed by Woodward Financial Advisors
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Victor Colella is registered as an investment adviser representative in North Carolina, since April 2020.
- North CarolinaSince 20 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 May 2016 |
| Series 7 | General Securities Representative Examination | 8 February 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Victor Louis Colella
- CRD
- 6592031
- Firm
- Woodward Financial Advisors · CRD 150641
- Office
- 101 GLEN LENNOX DRIVE, SUITE 110, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woodwardadvisors.com
Where does Victor Colella work?
Victor Colella is an investment adviser representative registered through Woodward Financial Advisors, Inc. since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Victor Colella a financial advisor?
Yes. Victor Colella has a current investment-adviser registration in North Carolina, through Woodward Financial Advisors since April 2020.
How many years of experience does Victor Colella have?
Victor Colella has 9 years in the financial industry, since March 2017, across 3 adviser firms.
What exams has Victor Colella passed?
Victor Colella has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2016. FINRA credited Victor Colella with the SIE, which began in October 2018.
Where did Victor Colella work before Woodward Financial Advisors?
Before Woodward Financial Advisors, Victor Colella was registered through Adviser Investments, September 2016 to July 2019; Eagle Strategies LLC, June 2016 to September 2016.
Where is Victor Colella based?
Victor Colella’s registered office is in Chapel Hill, NC.
Is Victor Colella registered with FINRA?
No. Victor Colella has no current broker registration.
How can I verify Victor Colella’s record?
Search CRD 6592031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victor Colella’s full registration record.
