Scott
Blincoe

Voya Financial Advisors, Inc

CRD#4016331
Investment Advisor
in Lake Mary, FL

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About this Advisor

Scott Blincoe is a financial advisor operating in Lake Mary, Florida with a total of 5 years of relevant experience. Blincoe works at Voya Financial Advisors, Inc. Throughout their career, they have worked at Questar Capital Corporation, Questar Asset Management, Cetera Investment Advisors LLC, Cetera Financial Specialists LLC and Voya Financial Advisors, Inc. Blincoe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Voya Financial Advisors, Inc is an advisory firm based in Windsor, CT. The firm has offices in 299 locations and a total of 605 people on staff. It administers $2 billion in assets between its 13,909 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 13,909 accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad array 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. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Voya Financial Advisors, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

1540 International Parkway
Lake Mary, FL 32746

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

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

605

FL Average: 35
Total Number of Accounts

13,909

FL Average: 690
Average Account Size

$173,339

FL 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

Scott Blincoe Work History

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

2018 - Present (6 years)

Voya Financial Advisors, Inc

2013 - 2017 (4 years)

Cetera Investment Advisors LLC

2013 - 2017 (4 years)

Cetera Financial Specialists LLC

2012 - 2013 (1 year)

Questar Capital Corporation

2012 - 2013 (1 year)

Questar Asset Management

*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 Scott Blincoe 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

Ryan Vallee
Windsor, CT
David Vallerga
Redlands, CA
Eric Greengold
Roslyn, NY
Sam Walsh
Dublin, OH
Raymond Coscia
Braintree, MA
Matthew Smith
San Francisco, CA
Chitman Uppal
Upper Darby, PA
Christopher Nicola
Independence, OH

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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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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