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Christopher Cerulla

28 Years of Experience
Haslet, TX
Broker

Christopher Cerulla is a registered investment advisor at Voya Financial Advisors, INC., based in Haslet, TX, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

Haslet, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2015 - Present · 11 yrs 4 mos
Voya Financial Advisors, INC.Broker
April 2010 - Present · 16 yrs 1 mo
Voya Financial Partners, LLCBroker
July 1997 - Present · 28 yrs 10 mos
Previous Registrations
Voya Financial Partners, LLC
October 2010 - March 2015 · 4 yrs 5 mos
Directed Services LLCBroker
July 2009 - June 2018 · 8 yrs 11 mos
Sld America Equities, INC.Broker
March 2009 - December 2020 · 11 yrs 9 mos
Voya Retirement Advisors, LLCBroker
March 2009 - September 2016 · 7 yrs 6 mos
State Registrations3 states
CTMITX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christopher Cerulla - Financial Advisor | TrueAdvisor