Paul
Bernardi

Voya Investment Management Co. LLC

CRD#2615818
Investment Advisor
in New York, NY
Are you Paul Bernardi? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Bernardi is a certified financial planner who lives in New York, New York. Currently a registered advisor with Voya Investment Management Co. LLC, they have gathered 17 years of experience as an investment advisor. Bernardi holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative. Bernardi is registered to work with investors based out of Alaska, Arizona, Delaware, Washington, D.C., Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Nevada, New Jersey, New Mexico, North Dakota, Oklahoma, Rhode Island, South Carolina, Texas, Virginia and Connecticut. During their career, Bernardi has held roles at Voya Investment Management Co., LLC, Voya Investment Management and Voya Investments Distributor, LLC. Voya Investment Management Co. LLC is located in New York, New York, and has six brick-and-mortar locations in the country. As a company, Voya Investment Management Co. LLC manages $103 billion in assets throughout 2,234 accounts and employs more than 822 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 2,233 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 2,234 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Voya Investment Management Co. LLC can provide 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. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

17 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Paul Bernardi Work History

Paul has 17 years of experience.

2007 - 2014 (7 years)

Voya Investment Management Co., LLC

2001 - 2014 (13 years)

Voya Investment Management

2001 - 2014 (13 years)

Voya Investments Distributor, LLC

Disclosures

Paul Bernardi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started