AM
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
585 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B
Fee Structure
This brochure does not contain a fee schedule. Please contact Voya Financial Advisors directly for fee information.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
2219 Genesee Street, Utica, NY, 13501
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam works as a filing clerk at Baystate Health System and has done so since 2014. He also works as an independent insurance agent selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Voya Financial Advisors, INC.
May 2021 - Present · 4 yrs 8 mos
Voya Financial Advisors, INC. Broker
January 2011 - Present · 15 yrs
Previous Registrations
Ing Financial Advisers, LLCBroker
February 1998 - January 2011 · 12 yrs 11 mos
State Registrations5 states
COFLMANYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.