Voya Financial Advisors, Inc

Investment Advisor
in Redlands, CA

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About this Advisor

David Vallerga is a financial advisor based out of Redlands, California with a total of 2 years of industry experience. Vallerga currently works for Voya Financial Advisors, Inc. Over the course of their career, they have held roles at Mml Distributors, LLC, Massachusetts Mutual Life Insurance Company and Voya Financial Advisors, Inc. Vallerga maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Voya Financial Advisors, Inc is a financial advisory business based in Windsor, CT. The firm has offices in 299 locations and a total of 605 employees. It handles $2 billion in assets under management among its 13,909 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 13,909 client accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. Voya Financial Advisors, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on which service is provided. Fees charged by Voya Financial Advisors, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1030 Nevada Street Suite 203
Redlands, CA 92374

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management


CA Average: $5,297,377,271
Total Number of Employees


CA Average: 35
Total Number of Accounts


CA Average: 690
Average Account Size


CA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

David Vallerga Work History

David has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Voya Financial Advisors, Inc

2013 - 2018 (5 years)

Mml Distributors, LLC

2013 - 2018 (5 years)

Massachusetts Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of David Vallerga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Advisors, Inc

Chitman Uppal
Upper Darby, PA
Matthew Smith
San Francisco, CA
Michael Sotile
Nashville, TN
Mitchell Manning
Milwaukee, WI
Eric Greengold
Roslyn, NY
Ryan Vallee
Windsor, CT
Raymond Coscia
Braintree, MA
Christopher Hogan
Dublin, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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