Voya Financial Advisors, Inc.
Firm details
- Headquarters
- Windsor, Connecticut
- CRD number
- 2882
- Registered since
- July 11, 1994
- Website
- www.voya.com
- Custodians
- PERSHING LLC, VOYA FINANCIAL ADVISORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals58.47%
- HNWI41.28%
- Corporations / Businesses0.24%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Voya Financial Advisors, Inc. operates as an insurance-focused broker-dealer that also provides advisory services to individual, family and institutional clients. The firm combines brokerage and insurance distribution with financial planning and portfolio management for individuals, small businesses and institutional clients. Its advisory menu includes selection of other advisers and educational workshops, and it charges a mix of fees — percentage-of-AUM, hourly and fixed fees — alongside commissions for transaction and insurance sales. The firm is not positioned as an in-house capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities44%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 8
Curt Radetich
CEO & FounderCRD 1694859
James Murfee
President and CEOCRD 1765445
Paul Franco
Adjunct InstructorCRD 2476444
Contacts
3 of 1004
Brandon Filer
Registered RepresentativeCRD 5643062
Matthew Newman
Financial AdvisorCRD 5647945
Joseph Lauro
Registered RepresentativeCRD 5656757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$992M in ETFs
99%
$980M
0%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $267M | 783,877 | 26.97% |
Location
Windsor, CT
Hartford
Location
Windsor, CT
Headquartered in Windsor, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 1 Orange Way
- Time zone
- ET (UTC-5)
- Office locations
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