Unai Loyola
Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
3 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
11 years in the industry.
- Voya Financial Advisors, Inc.Mar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to Mar 2026
- The Gardiner HouseMar 2024 to Jan 2025
- Sparks Property MaintenaceAug 2023 to Mar 2024
- Newport Restaurant GroupJun 2023 to Sep 2023
- Gurney ResortAug 2022 to Apr 2023
- University of Rhode IslandSep 2020 to Jul 2022
- Community College of Rhode IslandSep 2018 to May 2020
- Thrive Coffee ShopFeb 2018 to Sep 2020
- Clements Market PlaceSep 2015 to Mar 2018
- Portsmouth High SchoolFeb 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 8036272
- Firm CRD
- 2882