Tobias
Cardone

Voya Financial Advisors, Inc

CRD#1149957
Investment Advisor
in Independence, OH

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About this Advisor

Tobias Cardone is a financial advisor working in Independence, Ohio with a total of 12 years of industry experience. Cardone is on the advisory team at Voya Financial Advisors, Inc. Over the course of their career, Cardone has held roles at Ing Financial Partners, Inc and Voya Financial Advisors. Cardone holds a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in New York and Ohio. Voya Financial Advisors, Inc is a registered investment firm headquartered in Windsor, CT. The firm has offices in 299 locations and a total of 605 employees. It handles $2 billion in assets across its 13,909 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 13,909 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a diverse assortment 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. A financial advisor's fee schedules typically are based on the financial services. Fees charged by Voya Financial Advisors, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

6100 Oak Tree Blvd Ste 200
Independence, OH 44131

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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

Tobias Cardone Work History

Tobias has been registered as a financial advisor for 12 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 Tobias Cardone 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

Chitman Uppal
Upper Darby, PA
Pedro Martinez
Windsor, CT
Maureen Weir
Windsor, CT
Joseph Ade
Independence, OH
Raymond Coscia
Braintree, MA
Ryan Vallee
Windsor, CT
Mitchell Manning
Milwaukee, WI
Roosevelt Terry
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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