Matthew
Shannon

Voya Financial Advisors, Inc

CRD#5882929
Investment Advisor
in Windsor, CT

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About this Advisor

Matthew Shannon is an advisor in Windsor, Connecticut. Currently a registered financial advisor with Voya Financial Advisors, Inc, Shannon has 11 years of work experience in the financial advisory industry. Shannon has Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Shannon is registered to serve clients in Connecticut and Texas. Over the course of their career, Shannon has held roles at Ing, Ing Financial Advisers, Charts Insurance, Ing Financial Partners, Inc, Voya Financial and Voya Financial Advisors. Voya Financial Advisors, Inc is based out of Windsor, Connecticut, and has 653 offices across the nation. In total, Voya Financial Advisors, Inc oversees $14 billion in assets throughout 74,955 accounts and employs more than 1,696 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 12,700 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 74,955 clients are deemed high-net-worth individuals, who are defined as investors who have more 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 63, Series 66

Years of Experience

12 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

One Orange Way, C4-S
Windsor, CT 06095

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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

Matthew Shannon Work History

Matthew has 12 years of experience.

2014 - Present (6 years)

Voya Financial

2014 - Present (6 years)

Voya Financial Advisors

2013 - 2014 (1 year)

Ing Financial Partners, Inc

2011 - 2014 (3 years)

Ing

2011 - 2013 (2 years)

Ing Financial Advisers

2010 - 2010 (< 1 year)

Charts Insurance

Disclosures

Matthew Shannon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Voya Financial Advisors, Inc

Michael Schug
Marinette, WI
Jason Swedo
Barrington, IL
Joshua Mesenburg
Sandusky, OH
Brian Wright
Beaverton, OR
Elizabeth Beall
Saint Joseph, MI
Ana Portillo
Houston, TX
Scott Reed
East Hartford, CT
Daniel Naumann
Malden, MA

This content was compiled from the SEC and FINRA.

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