Joseph
Shutt

Voya Financial Advisors, Inc

CRD#2004083
Investment Advisor
in Windsor, CT

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About this Advisor

Joseph Shutt is a financial advisor based in Windsor, Connecticut, working with Voya Financial Advisors, Inc. Joseph has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, Empower Financial Services, Inc, Empower Advisory Group, LLC, and Voya Financial Advisors. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Massachusetts, New York, and Texas. Currently, Joseph is part of Voya Financial Advisors, Inc, which operates out of Windsor, Connecticut. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

$2,684,787,857

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

529

CT Average: 35
Total Number of Accounts

13,923

CT Average: 690
Average Account Size

$192,831

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

Joseph Shutt Work History

2023 - Present (1 year)

Voya Financial Advisors

2022 - 2023 (1 year)

Empower Financial Services, Inc

2022 - 2023 (1 year)

Empower Advisory Group, LLC

2018 - 2021 (3 years)

Fidelity Personal And Workplace Advisors

2000 - 2021 (21 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Joseph Shutt 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

Peter Lanigan
Milwaukee, WI
Christopher Sanchez
Richardson, TX
Rebecca Ruvolo
Independence, OH
Kevin Meserve
Fairfax, VA
John Harmatuk
Manlius, NY
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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