Alberto Gabriel Alvarez
Investment adviser representative at Voya Financial Advisors, Inc.
13 yearsExperience
4 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Voya Financial Advisors, Inc.Sep 2023 to now
- Fidelity Investments LLCAug 2022 to Jul 2023
- Charles Schwab & Co., LLCApr 2020 to Aug 2022
- Self EmployedAug 2018 to Apr 2020
- TIAAFeb 2013 to Aug 2018
- TIAA-CREF Individual & Institutional Services, LLCFeb 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, CT, NY, TX).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5029485
- Firm CRD
- 2882