Soumitra
Banerjee
Voya Financial Advisors, Inc
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About this Advisor
Soumitra Banerjee is a financial advisor based in State College, Pennsylvania, working with Voya Financial Advisors, Inc. Soumitra has previously held positions at Ron Banerjee Enterprises, Ing Financial Partners, Inc, and Voya Financial Advisors. Soumitra has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Soumitra is part of Voya Financial Advisors, Inc, which operates out of State College, Pennsylvania. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,684,787,857
529
13,923
$192,831
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
Soumitra Banerjee Work History
Voya Financial Advisors
Ron Banerjee Enterprises
Ing Financial Partners, Inc
Disclosures
Please visit the SEC profile of Soumitra Banerjee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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