Andrea
Brown

Voya Financial Advisors, Inc

CRD#2014115
Investment Advisor
in Newburgh, NY

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About this Advisor

Andrea Brown is a financial advisor based in Newburgh, New York, working with Voya Financial Advisors, Inc. Andrea has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Voya Financial Advisors, Inc. Andrea has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Andrea is part of Voya Financial Advisors, Inc, which operates out of Newburgh, 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, 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

52 North Plank Rd Suite 3
Newburgh, NY 12550

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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

Andrea Brown Work History

2018 - Present (6 years)

Voya Financial Advisors, Inc

2011 - 2018 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2018 (7 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Andrea Brown 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

Jared Deboer
Columbus, OH
Brannigan Judge
Pittsford, NY
John Harmatuk
Manlius, NY
Rebecca Ruvolo
Independence, OH
Aaron Kim
Lisle, IL
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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