James
Craig

Voya Financial Advisors, Inc

CRD#5309328
Investment Advisor
in Windsor, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Craig is a financial advisor operating in Windsor, Connecticut, who has 7 years of relevant experience. Craig is an employee of Voya Financial Advisors, Inc. During their career, the advisor has held roles at Metlife Investors Distribution Co, Ing Investment Management, Ing Investments Distributor, LLC, Voya Investments Distributor, LLC, Voya Investment Management, Voya Investment Management Co., LLC and Voya Financial Advisors, Inc. Craig has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Connecticut, New York and Texas. Voya Financial Advisors, Inc is an advisory business that has its headquarters in Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 financial advisors. It has $2 billion in assets among its 13,909 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 13,909 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a wide set 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. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees billed by Voya Financial Advisors, Inc can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

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 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

James Craig Work History

James has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Voya Financial Advisors, Inc

2014 - 2014 (< 1 year)

Ing Investment Management

2014 - 2014 (< 1 year)

Ing Investments Distributor, LLC

2014 - 2016 (2 years)

Voya Investments Distributor, LLC

2014 - 2016 (2 years)

Voya Investment Management

2014 - 2016 (2 years)

Voya Investment Management Co., LLC

2007 - 2014 (7 years)

Metlife Investors Distribution Co

*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 James Craig 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

Joseph Ade
Independence, OH
James Bermingham
Federal Way, WA
Christopher Hogan
Dublin, OH
Maureen Weir
Windsor, CT
John Dubeansky
Austin, TX
Melissa Myers
Hilton Head Island, SC
Roosevelt Terry
Windsor, CT
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.

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