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 based in Windsor, Connecticut, working with Voya Retirement Advisors, LLC. William has previously held positions at Fidelity Brokerage Services LLC, Especially For Youth, Sherwin-Williams, R&R Bbq, Kelly Services, Altura Financial Advisors, Cetera Advisor Networks, Voya, Between Positions, and Fountain Grove Services. William has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, William 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, Series 63

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

William Trunick Work History

2024 - Present (1 year)

Fountain Grove Services

2023 - Present (2 years)

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 - 2019 (5 years)

Especially For Youth

2014 - 2018 (4 years)

Sherwin-Williams

Created with Highcharts 6.0.7

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

Clare Daily
Dallas, TX
Lisa Morgan
Windsor, CT
Gordon Ward
Windsor, CT
Daniel Angelillo
Windsor, CT
William Trunick
Windsor, CT
Willie Griffin
Charlotte, NC
Theresa Copson
Windsor, CT
Ridha Durrani
Frisco, TX

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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