Soumitra
Banerjee
Voya Financial Advisors, Inc
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About this Advisor
Soumitra Banerjee is a financial advisor operating in State College, Pennsylvania who has 7 years of relevant experience. Banerjee is on the advisory team at Voya Financial Advisors, Inc. Over the course of their career, they have held roles at Ron Banerjee Enterprises, Ing Financial Partners, Inc and Voya Financial Advisors. Banerjee holds a Series 63 license, which qualifies them as a securities representative, and is registered to operate in Pennsylvania. Voya Financial Advisors, Inc is a registered investment company based out of Windsor, CT. The company has offices in 299 locations and a total of 605 financial advisors. It oversees $2 billion in total assets between its 13,909 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 13,909 accounts, 17% belong to high-net-worth investors who have more than $1 million in investable assets. Voya Financial Advisors, Inc provides 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. A financial advisor's fees usually are based on the type of financial services offered. Fees charged by Voya Financial Advisors, Inc likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
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
Soumitra has been registered as a financial advisor for 7 years.*
Voya Financial Advisors
Ron Banerjee Enterprises
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 Soumitra Banerjee 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
Windsor, CT
Dublin, OH
Nashville, TN
Upper Darby, PA
Braintree, MA
San Francisco, CA
Dublin, OH
Indianapolis, IN
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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