Sophia Cross
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.Jan 2026 to now
- Keenan FinancialJun 2025 to Dec 2025
- Full-time EducationSep 2024 to Jun 2025
- ZaraJun 2024 to Aug 2024
- Full-time StudentSep 2023 to Jun 2024
- Urban PressJun 2023 to Sep 2023
- Full-time StudentAug 2015 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
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
- 8177957
- Firm CRD
- 2882