Roosevelt
Terry

Voya Financial Advisors, Inc

CRD#6152986
Investment Advisor
in Windsor, CT

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About this Advisor

Roosevelt Terry is a financial advisor operating out of Windsor, Connecticut, with 10 years of work experience. Terry is currently employed by Voya Financial Advisors, Inc. Terry has gained experience at Ing Financial Advisers, Ups, Capital Community College, Central Connecticut State University, Ccsu and Voya Financial Advisors, Inc. Terry maintains Series 66 and Series 63 licenses, certifying them as a securities broker, and can advise clients in Connecticut and Texas. Voya Financial Advisors, Inc is a company that has its headquarters in Windsor, Connecticut. The investment advisory business has offices in 653 locations and a total of 1,696 employees. It manages $14 billion in total assets between its 74,955 accounts, placing it among the largest financial advisory firms in the country by assets under management. Voya Financial Advisors, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which services are provided. Fees charged by Voya Financial Advisors, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

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

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

Roosevelt Terry Work History

Roosevelt has 11 years of experience.

2014 - Present (6 years)

Voya Financial Advisors, Inc

2013 - 2014 (1 year)

Ing Financial Advisers

2012 - 2012 (< 1 year)

Central Connecticut State University

2012 - 2012 (< 1 year)

Ccsu

2011 - 2012 (1 year)

Ups

2009 - 2011 (2 years)

Capital Community College

Disclosures

Roosevelt Terry 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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