GT
GT

Gabriella Trujillo

10 Years of Experience
Miami, FL
Broker

Gabriella Trujillo is a registered investment advisor at Voya Financial Advisors, INC., based in Miami, FL, with 10 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.

Loading...

Location

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.

Learn about disclosures →
Employment History
Current Registrations
Voya Financial Advisors, INC.
April 2024 - Present · 2 yrs 3 mos
Voya Financial Advisors, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Voya Financial Advisors, INC.
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2022 - May 2024 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
October 2022 - May 2024 · 1 yr 7 mos
Fidelity Personal and Workplace Advisors
June 2021 - October 2022 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
June 2021 - September 2022 · 1 yr 3 mos
Charles Schwab & CO., INC.
June 2015 - May 2021 · 5 yrs 11 mos
Charles Schwab & CO., INC.Broker
June 2015 - May 2021 · 5 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.