Kevin
Meserve
Voya Financial Advisors, Inc
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About this Advisor
Kevin Meserve is a financial advisor operating out of Newburgh, New York, with 8 years of industry experience. Meserve works at Voya Financial Advisors, Inc. During their career, Meserve has held roles at Cuso Financial Services, Lp, Sovereign Bank Na, Santander Securities LLC, Valic Financial Advisors, Ing Financial Partners, Inc and Voya Financial Advisors. Meserve has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Delaware, New Jersey, New York and Pennsylvania. Voya Financial Advisors, Inc is a business operating out of Windsor, CT. The company has offices in 299 locations and a total of 605 employees. It oversees $2 billion in total assets across its 13,909 accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 13,909 client accounts, 17% are held by high-net-worth investors who have more than $1 million in assets. The business offers a wide range of services, including 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 fee schedules depend on which service is provided. Fee types charged by Voya Financial Advisors, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
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
Kevin Meserve Work History
Kevin has been registered as a financial advisor for 8 years.*
Voya Financial Advisors
Ing Financial Partners, Inc
Cuso Financial Services, Lp
Sovereign Bank Na
Santander Securities LLC
Valic Financial Advisors
*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 Kevin Meserve 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
Independence, OH
Hilton Head Island, SC
Indianapolis, IN
Independence, OH
Roslyn, NY
Windsor, CT
Dublin, OH
Braintree, MA
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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