Dana
Tapp
Voya Investment Management Co. LLC
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About this Advisor
Dana Tapp is a financial advisor operating out of Castle Rock, Colorado with a total of 1 year of relevant experience. Tapp works at Voya Investment Management Co. LLC. Over the course of their career, Tapp has held roles at Cbre Clarion Securities, Foreside Fund Services, LLC, Voya Investment Distributor, LLC and Voya Investment Management. Tapp has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in Alaska, Arizona, Colorado, Delaware, District Of Columbia, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, New Mexico, North Dakota, Oklahoma, Rhode Island, South Carolina, Texas and Virginia. Voya Investment Management Co. LLC is a financial advisory company based in New York, NY. The investment advisory business has offices in seven locations and a total of 880 financial advisors. It administers $237 billion in assets among its 62,080 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises seven charitable organizations. The advisory firm offers a diverse 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. Fees charged by financial advisors usually depend on the services. However, fee types billed by Voya Investment Management Co. LLC likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Investment Management Co. LLC Brokerage Details
$236,709,852,507
880
62,080
$3,812,981
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
Dana Tapp Work History
Dana has been registered as a financial advisor for 1 years.*
Voya Investment Distributor, LLC
Voya Investment Management
Cbre Clarion Securities
Foreside Fund Services, 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 Dana Tapp 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
Atlanta, GA
Chester, NJ
New York, NY
New York, NY
Atlanta, GA
New York, NY
New York, NY
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.
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