Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B

Fee Structure

Financial Planning:Investment management only

The brochure discusses fees and compensation but does not provide specific fee schedules or amounts.

Areas of Practice
Investment Management
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Advisor Information

Office location

200 Park Avenue, New York, NY, 10166

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Regulatory 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.

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Employment History
Current Registrations
Voya Investment Management CO. LLC
May 2023 - Present · 2 yrs 8 mos
Voya Investments Distributor, LLCBroker
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Allianz Global Investors Distributors LLCBroker
March 2019 - January 2023 · 3 yrs 10 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alberto D'avenia - Financial Advisor | AdvisorDiscover