Shana
Mauerman

Voya Retirement Advisors, LLC

CRD#6756938
Investment Advisor
in Windsor, CT

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About this Advisor

Shana Mauerman is a financial advisor based in Windsor, Connecticut, working with Voya Retirement Advisors, LLC. Shana has previously held positions at Edward Jones, The Local 150, Branch Banking And Trust, Miami Elite Language Services, LLC, University Of Miami, The Pointe At Lake Gaston, Delivery Dudes, La Fitness, Hop Social Tavern, Bella Gusto, Voya Financial, All Ages Pizza, LLC, Blue 32 Sports Grill, and Big Star West Town/Mariscos. Shana has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Illinois. Currently, Shana is part of Voya Retirement Advisors, LLC, which operates out of Windsor, Connecticut. The firm has 1 office and 136 employees. The firm manages assets totaling $27.0 billion. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Voya Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Orange Way
Windsor, CT 06095

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$27,040,741,407

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

136

CT Average: 35
Total Number of Accounts

11,767

CT Average: 690
Average Account Size

$2,298,015

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Shana Mauerman Work History

2024 - Present (0 year)

Big Star West Town/Mariscos

2023 - Present (1 year)

Voya Financial

2023 - Present (1 year)

All Ages Pizza, LLC

2023 - Present (1 year)

Blue 32 Sports Grill

2021 - 2023 (2 years)

Edward Jones

2021 - 2023 (2 years)

Bella Gusto

2020 - 2021 (1 year)

Hop Social Tavern

2019 - 2021 (2 years)

Edward Jones

2019 - 2020 (1 year)

La Fitness

2018 - 2019 (1 year)

Edward Jones

2017 - 2018 (1 year)

Edward Jones

2016 - 2017 (1 year)

The Local 150

2015 - 2017 (2 years)

Branch Banking And Trust

2015 - 2015 (< 1 year)

Miami Elite Language Services, LLC

2015 - 2015 (< 1 year)

Delivery Dudes

2014 - 2014 (< 1 year)

The Pointe At Lake Gaston

2012 - 2015 (3 years)

University Of Miami

2011 - 2015 (4 years)

University Of Miami

Disclosures

Please visit the SEC profile of Shana Mauerman 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 Retirement Advisors, LLC

Thomas Robinson
Dallas, NC
Lisa Morgan
Windsor, CT
Clare Daily
Dallas, TX
Caesar Rossitto
Windsor, CT
William Trunick
Windsor, CT
Gordon Ward
Windsor, CT
Ridha Durrani
Frisco, TX
Daniel Angelillo
Windsor, CT

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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