Tracy
Miller

Voya Financial Advisors, Inc

CRD#6011932
Investment Advisor
in Miamisburg, OH

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About this Advisor

Tracy Miller is a financial advisor based out of Miamisburg, Ohio, with 6 years of relevant experience. Miller is on the advisory team at Voya Financial Advisors, Inc. Throughout their career, they have worked at Philip Neibert - Voya Financial Advisors, Brian Link - Voya Financial Advisors and Voya Financial Advisors, Inc. Miller maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Voya Financial Advisors, Inc is an advisory business that has its headquarters in Windsor, CT. The company has offices in 299 locations and a total of 605 advisors. It controls $2 billion in total assets among its 13,909 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 13,909 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm 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 management largely are based on which service is provided. Fees 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*

6 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

10100 Innovation Dr Ste 120
Miamisburg, OH 45342

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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

Tracy Miller Work History

Tracy has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Philip Neibert - Voya Financial Advisors

2012 - Present (12 years)

Voya Financial Advisors, Inc

2012 - 2014 (2 years)

Brian Link - Voya Financial Advisors

*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 Tracy Miller 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

Eric Greengold
Roslyn, NY
Melissa Myers
Hilton Head Island, SC
Raymond Coscia
Braintree, MA
Joseph Ade
Independence, OH
John Dubeansky
Austin, TX
William Fitzgerald
Windsor, CT
Scott Andrews
Windsor, CT
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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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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