Corey
Milewski

Voya Financial Advisors, Inc

CRD#4145929
Investment Advisor
in Windsor, CT

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About this Advisor

Corey Milewski is a financial advisor operating in Windsor, Connecticut who has 11 years of industry experience. Milewski is an advisor for Voya Financial Advisors, Inc. During their career, the advisor has held roles at Ing, Racebrook Country Club, Ing Financial Partners, Inc, Voya Financial and Voya Financial Advisors. Milewski holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Connecticut, New York and Texas. Voya Financial Advisors, Inc is a firm based in Windsor, CT. The company has offices in 299 locations and a total of 605 people on staff. It oversees $2 billion in assets under management among its 13,909 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 13,909 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. Voya Financial Advisors, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types charged by Voya Financial Advisors, Inc most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 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

One Orange Way, C4-S
Windsor, CT 06095

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

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

605

CT Average: 35
Total Number of Accounts

13,909

CT Average: 690
Average Account Size

$173,339

CT 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

Corey Milewski Work History

Corey has been registered as a financial advisor for 11 years.*

2014 - Present (10 years)

Voya Financial

2014 - Present (10 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2008 - 2018 (10 years)

Racebrook Country Club

2007 - 2014 (7 years)

Ing

*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 Corey Milewski 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

Christopher Nicola
Independence, OH
Eric Greengold
Roslyn, NY
Joseph Ade
Independence, OH
Chitman Uppal
Upper Darby, PA
Raymond Coscia
Braintree, MA
Tanya Campbell
Indianapolis, IN
Mitchell Manning
Milwaukee, WI
Maureen Weir
Windsor, CT

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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