Angela Secolo
Angela Secolo is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Portland, OR, with 27 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6500 S Macadam Avenue Suite 125, Portland, OR, 97239
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
Angela is an independent insurance agent selling fixed insurance products since 2015, dedicating minimal time to this activity. She also serves as Treasurer for FRIENDS OF NETARTS BAY WEBS, a non-profit organization, spending a few hours per week reviewing bookkeeping and attending board meetings.
Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Ing Financial Advisers, LLC
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Cuso Financial Services, L.P.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations12 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.