Lisa
Morgan

Voya Investment Management Co. LLC

CRD#5155338
Investment Advisor
in New York, NY
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About this Advisor

Lisa Morgan is a financial advisor who works out of New York, New York, who has been in the financial industry for 15 years. Morgan works at Voya Investment Management Co. LLC. During their career, the advisor has held roles at Voya Investment Management, Ing Investment Management, Ing Investments Distributor, Ing Investment Management Co, Voya Investments Distributor, LLC and Voya Investment Management Co. LLC. Morgan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Alaska, Arizona, Delaware, Washington, D.c., Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, New Mexico, North Dakota, Oklahoma, Rhode Island, Texas, Virginia, Connecticut, Georgia and South Carolina. Voya Investment Management Co. LLC is an advisory company headquartered in New York, New York. The firm has offices in six locations and a total of 822 employees. It handles $103 billion in total assets between its 2,234 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Voya Investment Management Co. LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely depend on the type of services provided. However, fee types charged by Voya Investment Management Co. LLC most likely include some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

230 Park Avenue
New York, NY 10169

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Voya Investment Management Co. LLC Brokerage Details

Total Assets Under Management

$102,846,410,754

NY Average: $7,464,549,021
Total Number of Employees

822

NY Average: 88
Total Number of Accounts

2,234

NY Average: 3,892
Average Account Size

$46,036,889

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Lisa Morgan Work History

Lisa has 15 years of experience.

2014 - Present (5 years)

Voya Investment Management

2014 - Present (5 years)

Voya Investments Distributor, LLC

2014 - Present (5 years)

Voya Investment Management Co. LLC

2009 - 2014 (5 years)

Ing Investment Management Co

2008 - 2014 (6 years)

Ing Investments Distributor

2003 - 2014 (11 years)

Ing Investment Management

Disclosures

Lisa Morgan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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