John
Tagliaferri

Voya Investment Management Co. LLC

CRD#1744214
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Tagliaferri is a financial advisor who works out of San Francisco, California. Tagliaferri currently works for Voya Investment Management Co. LLC. During their career, the advisor has held roles at Columbia Management Group, Columbia Management Advisors, LLC, Advisors Asset Management, Inc, Voya Investment Management, Voya Investments Distributor, LLC and Voya Investment Management Co, LLC. Tagliaferri maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Voya Investment Management Co. LLC is a financial advisory business that has its headquarters in New York, NY. It has offices in seven locations and a total of 880 financial advisors. It handles $237 billion in assets among its 62,080 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Voya Investment Management Co. LLC has a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial management fees usually vary depending on which services are offered. Fees charged by Voya Investment Management Co. LLC likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

San Francisco, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Voya Investment Management Co. LLC Brokerage Details

Total Assets Under Management

$236,709,852,507

CA Average: $7,464,549,021
Total Number of Employees

880

CA Average: 88
Total Number of Accounts

62,080

CA Average: 3,892
Average Account Size

$3,812,981

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

John Tagliaferri Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Voya Investment Management

2023 - Present (1 year)

Voya Investments Distributor, LLC

2023 - Present (1 year)

Voya Investment Management Co, LLC

2016 - 2023 (7 years)

Advisors Asset Management, Inc

2007 - 2016 (9 years)

Columbia Management Group

2007 - 2016 (9 years)

Columbia Management Advisors, LLC

*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.

Disclosures

Please visit the SEC profile of John Tagliaferri 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 Investment Management Co. LLC

Russell Greig
New York, NY
John Kersey
New York, NY
Robert Alderman
Chester, NJ
Samantha Mayfield
Atlanta, GA
Megan Chiramal
Atlanta, GA
Lee Gardella
New York, NY
William Theriault
New York, NY
Arthur Michaels
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started