William
Trunick

Voya Retirement Advisors, LLC

CRD#7249824
Investment Advisor
in Windsor, CT

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About this Advisor

William Trunick is a financial advisor operating out of Windsor, Connecticut. Trunick works at Voya Retirement Advisors, LLC. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Johnson Pool And Spa, Lds Business College, Salt Lake City School District, Especially For Youth, Sherwin-Williams, R&R Bbq, Kelly Services, Altura Financial Advisors, Cetera Advisor Networks, Voya and Between Positions. Trunick holds Series 66 and Series 63 licenses, certifying them as a securities broker, and can work in Utah. Voya Retirement Advisors, LLC is a financial advisory firm that has its headquarters in Windsor, CT. The firm has a total of 70 advisors. It has $18 billion in assets under management among its 72 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The business offers portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services are offered. However, fees billed by Voya Retirement Advisors, LLC can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

less than 1 year

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

$18,387,622,174

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

70

CT Average: 35
Total Number of Accounts

72

CT Average: 690
Average Account Size

$255,383,641

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

William Trunick Work History

William has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Voya

2022 - 2022 (< 1 year)

Altura Financial Advisors

2022 - 2022 (< 1 year)

Cetera Advisor Networks

2022 - 2022 (< 1 year)

Between Positions

2020 - 2022 (2 years)

Fidelity Brokerage Services LLC

2019 - 2020 (1 year)

Kelly Services

2018 - 2019 (1 year)

R&R Bbq

2014 - 2014 (< 1 year)

Salt Lake City School District

2014 - 2019 (5 years)

Especially For Youth

2014 - 2018 (4 years)

Sherwin-Williams

2013 - 2013 (< 1 year)

Johnson Pool And Spa

2013 - 2014 (1 year)

Lds Business College

*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.

Disclosures

Please visit the SEC profile of William Trunick 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

Brennan Hunt
Windsor, CT
Travis Lowe
Braintree, MA
William Trunick
Windsor, CT
Deborah Orlauski
Fresno, CA
Julie Pedersen-Mcdevitt
Lake Oswego, OR
Dexter Cumberbatch
Windsor, CT
Lenin Ibarra
Windsor, CT
Jeffrey Mcmanus
Windsor, CT

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 profile-compliance@smartasset.com.

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