Timothy
O'Malley

Voya Financial Advisors, Inc

CRD#736714
Investment Advisor
in Peabody, MA

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About this Advisor

Timothy O'Malley is a financial advisor who lives in Peabody, Massachusetts. Currently a registered financial advisor at Voya Financial Advisors, Inc, O'Malley has 16 years of professional experience as a financial advisor. O'Malley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. O'Malley is registered to serve investors based out of Massachusetts. Throughout their career, O'Malley has worked at Investors Capital Corporation and Voya Financial Advisors. Voya Financial Advisors, Inc is located in Peabody, Massachusetts, and operates out of 653 other offices across the United States. Overall, Voya Financial Advisors, Inc oversees $14 billion in assets dispersed across 73,078 accounts and retains more than 1,710 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 12,048 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 73,078 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Voya Financial Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 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

Peabody, MA

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

MA Average: $9,259,360,772
Total Number of Employees

1,696

MA Average: 166
Total Number of Accounts

74,955

MA Average: 7,189
Average Account Size

$179,468

MA 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

Timothy O'Malley Work History

Timothy has 16 years of experience.

2015 - Present (4 years)

Voya Financial Advisors

2002 - 2015 (13 years)

Investors Capital Corporation

Disclosures

Timothy O'Malley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Voya Financial Advisors, Inc

Thomas Dziubek
Trenton, NJ
Roosevelt Terry
Windsor, CT
Adam Adamo
Independence, OH
Simone Bauer
Metairie, LA
Brad Neves
Midvale, UT
Matthew Shannon
Braintree, MA
Linda Lee
Mystic, CT
Ryan Pepin
Marinette, WI

This content was compiled from the SEC and FINRA.

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