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 based in Utica, New York, working with Voya Financial Advisors, Inc. Adam has previously held positions at Ing Financial Advisers, LLC, Ing, Ing Financial Partners, Inc, Voya Financial Partners, Voya Financial, and Voya Financial Advisors. Adam has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Adam is part of Voya Financial Advisors, Inc, which operates out of Utica, New York. 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

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

$2,684,787,857

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

529

NY Average: 35
Total Number of Accounts

13,923

NY Average: 690
Average Account Size

$192,831

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

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

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

Cole O'Brien
Leawood, KS
Tonya Coleman
Lisle, IL
John Harmatuk
Manlius, NY
Christopher Sanchez
Richardson, TX
Peter Lanigan
Milwaukee, WI
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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