Adam
Miller

Voya Financial Advisors, Inc

CRD#2971300
Investment Advisor
in Utica, NY

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About this Advisor

Adam Miller is a financial advisor who works out of Utica, New York with 2 years of relevant experience. Miller is an employee of Voya Financial Advisors, Inc. Over the course of their career, Miller has held roles at Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Inc, Voya Financial Partners, Voya Financial and Voya Financial Advisors. Miller has a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in New York. Voya Financial Advisors, Inc is an advisory company that has its headquarters in Windsor, CT. The firm has offices in 299 locations and a total of 605 employees. It has $2 billion in assets across its 13,909 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 13,909 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number 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. A financial advisor's fees vary depending on which services are provided. However, fee types billed by Voya Financial Advisors, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

285 Genesee Street
Utica, NY 13501

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

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

605

NY Average: 35
Total Number of Accounts

13,909

NY Average: 690
Average Account Size

$173,339

NY 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

Adam Miller Work History

Adam has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Voya Financial Partners

2014 - Present (10 years)

Voya Financial

2014 - Present (10 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2002 - 2014 (12 years)

Ing Financial Advisers, LLC

2000 - 2014 (14 years)

Ing

*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 Adam Miller 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

Matthew Smith
San Francisco, CA
Roosevelt Terry
Windsor, CT
James Bermingham
Federal Way, WA
Mitchell Manning
Milwaukee, WI
Christopher Hogan
Dublin, OH
David Sheppard
Dublin, OH
Michael Sotile
Nashville, TN
Kevin Meserve
Newburgh, NY

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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