David
Wood

Voya Investment Management Co. LLC

CRD#6493509
Investment Advisor
in South Jordan, UT

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About this Advisor

David Wood is a financial advisor based in South Jordan, Utah with 3 years of industry experience. Wood is an advisor for Voya Investment Management Co. LLC. Wood has gained experience at Financial Institution Growth LLC, Alostar Bank Of Commerce, Stonecastle Partners LLC, Stonecastle Financial Institution Services LLC, Voya Investment Management and Voya Investment Management Co. LLC. Wood has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Alaska, Arkansas, Delaware, District Of Columbia, Georgia, Illinois, Indiana, Kentucky, Louisiana, New Mexico, North Dakota, Oklahoma, Rhode Island, South Carolina, Texas, Utah, Virginia and Washington. Voya Investment Management Co. LLC is a registered investment firm that has its headquarters in New York, NY. The company has offices in seven locations and a total of 880 financial advisors. It oversees $237 billion in assets between its 62,080 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves seven charities and foundations. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice largely are based on the services. However, fees charged by Voya Investment Management Co. LLC can be comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

South Jordan, UT

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Voya Investment Management Co. LLC Brokerage Details

Total Assets Under Management

$236,709,852,507

UT Average: $7,464,549,021
Total Number of Employees

880

UT Average: 88
Total Number of Accounts

62,080

UT Average: 3,892
Average Account Size

$3,812,981

UT Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

David Wood Work History

David has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Voya Investment Management

2020 - Present (4 years)

Voya Investment Management Co. LLC

2015 - 2020 (5 years)

Financial Institution Growth LLC

2013 - 2014 (1 year)

Alostar Bank Of Commerce

2011 - 2013 (2 years)

Stonecastle Partners LLC

2011 - 2013 (2 years)

Stonecastle Financial Institution Services LLC

*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 David Wood 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 Investment Management Co. LLC

Robert Alderman
Chester, NJ
Samantha Mayfield
Atlanta, GA
Megan Chiramal
Atlanta, GA
John Kersey
New York, NY
Russell Greig
New York, NY
William Theriault
New York, NY
Jarrod Brown
New York, NY
Thomas Bueti
New York, NY

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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