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Andres Trujillo

8 Years of Experience
Vienna, VA
BrokerSells Insurance

Andres Trujillo is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 8 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1577 Spring Hill Rd, Ste 520, Vienna, VA, 22182

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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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Other Business ActivitiesSells Insurance

Andres sells supplemental preventative health benefits through LLH Healthcare.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2019 - Present · 6 yrs 6 mos
Cetera Investment Services LLC
November 2019 - Present · 6 yrs 6 mos
Cetera Investment Services LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - June 2019 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - June 2019 · 1 yr 10 mos
State Registrations14 states
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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.