Connor
Berkery
Voya Financial Advisors, Inc
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About this Advisor
Connor Berkery is a financial advisor based in Tacoma, Washington, working with Voya Financial Advisors, Inc. Connor has previously held positions at Berkery Noyes Securities, LLC, Berkery, Noyes & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Heritage Brewing, Morgan Stanley, Fidelity Investments, Voya Financial Advisors, E*Trade Capital Management LLC, and E*Trade Securities LLC. Connor has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Washington. Currently, Connor is part of Voya Financial Advisors, Inc, which operates out of Tacoma, Washington. 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
Connor Berkery Work History
Voya Financial Advisors
Fidelity Investments
Morgan Stanley
E*Trade Capital Management LLC
E*Trade Securities LLC
Berkery Noyes Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Heritage Brewing
Berkery, Noyes & Co. LLC
Disclosures
Please visit the SEC profile of Connor Berkery 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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