Alex Canas
Alex Canas is a CFP, ChFC-designated registered investment advisor at Voya Financial Advisors, INC., based in Melville, NY, with 36 years of industry experience. Alex is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
One Huntington Quadrangle Ste 1C01, Melville, NY, 11747
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex is an independent insurance agent selling various insurance products, including fixed annuities, indexed annuities, long-term care, disability, universal life, term life, health, and group/individual insurance. Alex also works with Benefits Planning Corp and Anthony Izzo & Associates for insurance and investment marketing, and The Annuity Shoppe for fixed annuity sales, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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