Fredrick
Wollman

Voya Financial Advisors, Inc

CRD#719555
Investment Advisor
in San Diego, CA
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About this Advisor

Fredrick Wollman is a certified financial planner whose office is in San Diego, California. Currently an investment advisor at Voya Financial Advisors, Inc, they have accumulated a notable 38 years of professional experience in the financial advisory industry. Wollman has a Series 63 license, which qualifies them as a securities broker. Wollman can serve investors in California. During their career, Wollman has held roles at Counselors Financial, Sun Life Assur. Co. Of Canada (U.S.), Ing Financial Partners, Wollman Wealth Designs, Inc and Voya Financial Advisors. Voya Financial Advisors, Inc is headquartered in San Diego, California, and has 653 offices across the United States. In aggregate, Voya Financial Advisors, Inc oversees $14 billion in assets throughout 73,078 accounts and retains more than 1,710 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 12,048 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 73,078 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Voya Financial Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

38 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

11512 El Camino Real Ste 100
San Diego, CA 92130

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

CA Average: $9,259,360,772
Total Number of Employees

1,696

CA Average: 166
Total Number of Accounts

74,955

CA Average: 7,189
Average Account Size

$179,468

CA Average: $1,287,990

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Investment Advisory Services

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

Fredrick Wollman Work History

Fredrick has 38 years of experience.

2014 - Present (5 years)

Voya Financial Advisors

1998 - Present (21 years)

Wollman Wealth Designs, Inc

1986 - Present (33 years)

Sun Life Assur. Co. Of Canada (U.S.)

1980 - Present (39 years)

Counselors Financial

2005 - 2014 (9 years)

Ing Financial Partners

Disclosures

Fredrick Wollman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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