Gabriella Marie Trujillo

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 05/2021
  Charles Schwab & Co., Inc.
  Upland, CA
• 08/2015 → 05/2021
  Charles Schwab Bank
  Upland, CA
• 05/2021 → 09/2022
  Fidelity Investments
  Raleigh, NC
• 10/2022 → 04/2024
  Charles Schwab & Co., Inc.
  Coral Gables, FL
• 10/2022 → 04/2024
  Charles Schwab Bank, Ssb
  Coral Gables, FL
• 04/2024 → Present
  Voya Financial Advisors
  Windsor, CT

Previous Registrations

• 2022-10-19 → 2024-05-10
  Charles Schwab & Co., Inc.
  Coral Gables, FL
  Miami, FL
• 2021-06-23 → 2022-10-17
  Fidelity Personal And Workplace Advisors
  Raleigh, NC
• 2015-06-17 → 2021-05-14
  Charles Schwab & Co., Inc.
  Pasadena, CA
  Lone Tree, CO
  Upland, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-06-17

Other Names

• Gabriella Marie Metcalfe
• Gabriella M Trujillo
• Gabriella Trujillo