Matthew
Newman

Voya Financial Advisors, Inc

CRD#5647945
Investment Advisor
in Madison, MS

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About this Advisor

Matthew Newman is a financial advisor based in Madison, Mississippi, working with Voya Financial Advisors, Inc. Matthew has previously held positions at Valic Financial Advisors, Inc, Pruco Securities, LLC, Prudential Insurance Company Of America, Massmutual Life Insurance Company, Mml Investors Services, LLC, Aig Retirement Services, and Voya Financial Advisors. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, Matthew is part of Voya Financial Advisors, Inc, which operates out of Madison, Mississippi. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Madison, MS

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

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

529

MS Average: 35
Total Number of Accounts

13,923

MS Average: 690
Average Account Size

$192,831

MS 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

Matthew Newman Work History

2024 - Present (0 year)

Voya Financial Advisors

2023 - Present (1 year)

Massmutual Life Insurance Company

2023 - Present (1 year)

Mml Investors Services, LLC

2021 - 2023 (2 years)

Pruco Securities, LLC

2021 - 2023 (2 years)

Prudential Insurance Company Of America

2013 - 2021 (8 years)

Valic Financial Advisors, Inc

2013 - 2021 (8 years)

Aig Retirement Services

Disclosures

Please visit the SEC profile of Matthew Newman 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

Peter Lanigan
Milwaukee, WI
John Peters
Columbus, MS
John Harmatuk
Manlius, NY
Gregory Springfield
Columbus, OH
Anne Garrity
Walnut Creek, CA
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

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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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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