Linda
Lee

Voya Financial Advisors, Inc

CRD#5865327
Investment Advisor
in Mystic, CT

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About this Advisor

Linda Lee is an investment advisor based in Mystic, Connecticut. Currently an investment advisor at Voya Financial Advisors, Inc, Lee has 10 years of practice as an investment advisor. Lee has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Lee can work with investors based out of Connecticut. Their career trajectory has included roles at Morgan Stanley Smith Barney, Lynnway Auto Auction, Central Auto Auction, Raymond James Financial Services, Inc, Mystic Wealth Advisors, LLC, Raymond James Financial Services Advisors Inc, Ing Financial Partners, Inc and Voya Financial Advisors, Inc. Voya Financial Advisors, Inc is headquartered in Mystic, Connecticut, and has 653 additional brick-and-mortar locations throughout the United States. As a registered investment firm, Voya Financial Advisors, Inc manages $14 billion in assets throughout 74,955 client accounts and employs more than 1,696 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 12,700 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 74,955 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Voya Financial Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

14-16 Mason'S Island Rd, Suite 2A
Mystic, CT 06355

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

CT Average: $9,259,360,772
Total Number of Employees

1,696

CT Average: 166
Total Number of Accounts

74,955

CT Average: 7,189
Average Account Size

$179,468

CT Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Linda Lee Work History

Linda has 11 years of experience.

2014 - Present (6 years)

Voya Financial Advisors, Inc

2012 - 2012 (< 1 year)

Raymond James Financial Services, Inc

2012 - 2012 (< 1 year)

Mystic Wealth Advisors, LLC

2012 - 2012 (< 1 year)

Raymond James Financial Services Advisors Inc

2012 - 2014 (2 years)

Ing Financial Partners, Inc

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2010 - 2010 (< 1 year)

Lynnway Auto Auction

2009 - 2010 (1 year)

Central Auto Auction

Disclosures

Linda Lee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Voya Financial Advisors, Inc

Michael Schug
Marinette, WI
Elizabeth Beall
Saint Joseph, MI
Joshua Mesenburg
Sandusky, OH
Jason Swedo
Barrington, IL
Brian Wright
Beaverton, OR
Christopher Lowe
Racine, WI
Jason Hewett
Bellevue, WA
John Landry
Glastonbury, CT

This content was compiled from the SEC and FINRA.

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