VOYA RETIREMENT ADVISORS, LLC
Firm details
- Headquarters
- Windsor, Connecticut
- CRD number
- 3989
- Registered since
- September 25, 2000
- Website
- www.voya.com
- Custodians
- VOYA INSTUTIONAL TRUST COMPANY, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses74.42%
- State / Municipal Government19.44%
- Banking / Thrift Institutions6.14%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Voya Retirement Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 2000. The firm services an institutional client base while also offering portfolio management for individuals and small businesses and providing pension consulting services. Its fee model includes both a percentage-of-assets arrangement and fixed fees. The firm is not identified as an active ESG investor in the source data. Regulatory filings and activity notes show multiple business relationships and affiliations: broker-dealer links, connections with other investment advisers, banking and trust institutions, insurance companies, and roles as sponsor or manager of pooled investment vehicles. Ownership is described as a combination of a domestic entity and individual interests.
Assets & Accounts
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
- Other100%
Owners & executives
1 of 1Chin Kuo
Chief Financial OfficerCRD 8074170
Contacts
3 of 135DAVID RAYBURN
Retirement Education SpecialistCRD 4207643
AMY HENLEY
Investment Advisor RepresentativeCRD 2392027
Connor Jamerson
Financial RepresentativesCRD 7129460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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