Kimberly
Contelmo

Voya Financial Advisors, Inc

CRD#2989566
Investment Advisor
in Poughkeepsie, NY

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About this Advisor

Kimberly Contelmo is a financial advisor operating in Poughkeepsie, New York who has 2 years of relevant experience. Contelmo is on the advisory team at Voya Financial Advisors, Inc. The advisor has gained experience at Ing Financial Partners, Inc and Voya Financial Advisors. Contelmo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New York. Voya Financial Advisors, Inc is a registered investment firm based out of Windsor, CT. The firm has offices in 299 locations and a total of 605 financial advisors. It controls $2 billion in assets among its 13,909 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 13,909 client accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company performs a broad 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. Fees for financial advice largely vary depending on which services the firm provides the client. Fees billed by Voya Financial Advisors, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

3 Neptune Rd Ste A29
Poughkeepsie, NY 12601

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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

Kimberly Contelmo Work History

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

2014 - Present (10 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

*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 Kimberly Contelmo 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

William Fitzgerald
Windsor, CT
Walter Ruczynski
Walnut Creek, CA
Christopher Nicola
Independence, OH
John Dubeansky
Austin, TX
Sam Walsh
Dublin, OH
David Sheppard
Dublin, OH
Raymond Coscia
Braintree, MA
Michael Sotile
Nashville, TN

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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