Voya Financial Advisors, Inc

Investment Advisor
in Windsor, CT

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About this Advisor

Roosevelt Terry is a financial advisor operating out of Windsor, Connecticut, who has 5 years of industry experience. Terry is currently employed by Voya Financial Advisors, Inc. Terry has gained experience at Ing Financial Advisers and Voya Financial Advisors, Inc. Terry maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and can serve investors in Connecticut. Voya Financial Advisors, Inc is a financial advisory company that has its headquarters in Windsor, CT. It has offices in 299 locations and a total of 605 advisors. It controls $2 billion in total assets among its 13,909 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 13,909 accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a number 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 are based on which services the firm provides the client. However, fee types billed by Voya Financial Advisors, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

5 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


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


CT Average: 35
Total Number of Accounts


CT Average: 690
Average Account Size


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

Roosevelt Terry Work History

Roosevelt has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Voya Financial Advisors, Inc

2013 - 2014 (1 year)

Ing Financial Advisers

*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.


Please visit the SEC profile of Roosevelt Terry 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

Melissa Myers
Hilton Head Island, SC
Mitchell Manning
Milwaukee, WI
Tanya Campbell
Indianapolis, IN
Christopher Nicola
Independence, OH
David Vallerga
Redlands, CA
Roosevelt Terry
Windsor, CT
Michael Sotile
Nashville, TN
John Dubeansky
Austin, TX

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

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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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