Daniel
Yanotchko

Voya Financial Advisors, Inc

CRD#5129975
Investment Advisor
in Windsor, CT

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About this Advisor

Daniel Yanotchko is a financial advisor operating out of Windsor, Connecticut who has 4 years of relevant experience. Yanotchko works at Voya Financial Advisors, Inc. Throughout their career, Yanotchko has worked at Ing, Ing Financial Advisers, LLC, Ing Financial Partners, Inc, Voya Financial, Voya Financial Partners, Voya Financial Advisors and Voya Financial Advisor, Inc. Yanotchko holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Voya Financial Advisors, Inc is a financial advisory company operating out of Windsor, CT. It has offices in 299 locations and a total of 605 people on staff. It controls $2 billion in total assets across its 13,909 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves five charitable organizations. Of its 13,909 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. Voya Financial Advisors, Inc performs a broad assortment 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 largely depend on which service is provided. Fee types billed by Voya Financial Advisors, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Daniel Yanotchko Work History

Daniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Voya Financial Advisor, Inc

2014 - Present (10 years)

Voya Financial

2014 - 2014 (< 1 year)

Voya Financial Partners

2014 - 2019 (5 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2006 - 2014 (8 years)

Ing

2006 - 2014 (8 years)

Ing Financial Advisers, 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 Daniel Yanotchko 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

Kevin Meserve
Newburgh, NY
Eric Greengold
Roslyn, NY
Bethany Coughlin
Windsor, CT
David Sheppard
Dublin, OH
Roosevelt Terry
Windsor, CT
James Bermingham
Federal Way, WA
David Vallerga
Redlands, CA
Tanya Campbell
Indianapolis, IN

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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