Matthew
Carter

Voya Financial Advisors, Inc

CRD#2684278
Investment Advisor
in Dublin, OH

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About this Advisor

Matthew Carter is a financial advisor operating in Dublin, Ohio with 12 years of industry experience. Carter currently works for Voya Financial Advisors, Inc. Their career trajectory has included roles at Aetna Life Casualty, Aetna Investment Services, Inc, Aetna Financial Services, Inc, Ing Financial Partners, Inc, Matthew Carter, 135 Fox Lane, LLC, Worldwide Auto Sales & Service, LLC and Voya Financial Advisors. Carter maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York, Ohio and Texas. Voya Financial Advisors, Inc is a financial advisory company that has its headquarters in Windsor, CT. It has offices in 299 locations and a total of 605 employees. It controls $2 billion in assets between its 13,909 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 13,909 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. Voya Financial Advisors, Inc offers a number of services, such as 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 advisory services usually vary depending on which services are provided. Fees charged by Voya Financial Advisors, Inc can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

545 Metro Place South Suite 100
Dublin, OH 43017

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

OH Average: $5,297,377,271
Total Number of Employees

605

OH Average: 35
Total Number of Accounts

13,909

OH Average: 690
Average Account Size

$173,339

OH 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

Matthew Carter Work History

Matthew has been registered as a financial advisor for 12 years.*

2014 - Present (10 years)

Voya Financial Advisors

2012 - Present (12 years)

135 Fox Lane, LLC

2012 - Present (12 years)

Worldwide Auto Sales & Service, LLC

2000 - Present (24 years)

Aetna Financial Services, Inc

1995 - Present (29 years)

Aetna Life Casualty

1995 - Present (29 years)

Aetna Investment Services, Inc

2012 - 2013 (1 year)

Matthew Carter

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 Matthew Carter 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

Christopher Nicola
Independence, OH
Eric Greengold
Roslyn, NY
Michael Sotile
Nashville, TN
Chitman Uppal
Upper Darby, PA
Mitchell Manning
Milwaukee, WI
Sam Walsh
Dublin, OH
Roosevelt Terry
Windsor, CT
Scott Andrews
Windsor, CT

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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