AA
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
6100 Oak Tree Blvd Ste 200, Independence, OH, 44131
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 is associated with The Verdi Group, a marketing entity for financial services products, dedicating full-time hours. He also works as an independent insurance agent selling fixed insurance products, spending minimal time on this activity. Additionally, Adam serves on the Elder board at Willoughby Hills Friends Church, spending a few hours per week.
Employment History
Current Registrations
Voya Financial Advisors, INC.
June 2012 - Present · 13 yrs 7 mos
Voya Financial Advisors, INC. Broker
May 2012 - Present · 13 yrs 8 mos
State Registrations6 states
FLMNNCOHTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.