Sam
Walsh

Voya Financial Advisors, Inc

CRD#6312014
Investment Advisor
in Dublin, OH

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About this Advisor

Sam Walsh is a financial advisor working out of Dublin, Ohio, with 7 years of relevant experience. Walsh currently works for Voya Financial Advisors, Inc. During their career, the advisor has held roles at Colorado Financial Service Corproation, Metlife Securities and Voya Financial Advisors, Inc. Walsh maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. Voya Financial Advisors, Inc is an advisory business that has its headquarters in Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 financial advisors. It has $2 billion in assets under management across its 13,909 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 13,909 client accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a broad range 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. Financial management fees usually depend on which services are provided. However, fee types charged by Voya Financial Advisors, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 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

Sam Walsh Work History

Sam has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Voya Financial Advisors, Inc

2014 - 2014 (< 1 year)

Colorado Financial Service Corproation

2014 - 2016 (2 years)

Metlife Securities

*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 Sam Walsh 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

John Dubeansky
Austin, TX
Bethany Coughlin
Windsor, CT
Joseph Ade
Independence, OH
Christopher Nicola
Independence, OH
David Vallerga
Redlands, CA
Eric Macway
Windsor, CT
Scott Andrews
Windsor, CT
Maureen Weir
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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