Walter
Ruczynski

Voya Financial Advisors, Inc

CRD#5221898
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Walter Ruczynski is a financial advisor who works out of Walnut Creek, California, who has 4 years of industry experience. Ruczynski is currently employed by Voya Financial Advisors, Inc. Over the course of their career, Ruczynski has held roles at Sii, Morgan Stanley, Massmutual Life Insurance Company, Mml Investors Services LLC, Unemployed - In Transition and Voya Financial Advisors, Inc. Ruczynski maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Voya Financial Advisors, Inc is a registered investment business that has its headquarters in Windsor, CT. It has offices in 299 locations and a total of 605 employees. It manages $2 billion in assets under management among its 13,909 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 13,909 customer accounts, 17% are held by high-net-worth clients who have more than $1 million in investable assets. Voya Financial Advisors, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which service is offered. However, fee types billed by Voya Financial Advisors, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Walnut Creek, CA

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

CA Average: $5,297,377,271
Total Number of Employees

605

CA Average: 35
Total Number of Accounts

13,909

CA Average: 690
Average Account Size

$173,339

CA 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

Walter Ruczynski Work History

Walter has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Voya Financial Advisors, Inc

2016 - 2018 (2 years)

Massmutual Life Insurance Company

2016 - 2018 (2 years)

Mml Investors Services LLC

2015 - 2016 (1 year)

Unemployed - In Transition

2014 - 2015 (1 year)

Sii

2013 - 2014 (1 year)

Morgan Stanley

*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 Walter Ruczynski 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

Roosevelt Terry
Windsor, CT
Sam Walsh
Dublin, OH
Matthew Smith
San Francisco, CA
Pedro Martinez
Windsor, CT
Scott Andrews
Windsor, CT
Mitchell Manning
Milwaukee, WI
Eric Greengold
Roslyn, NY
Tanya Campbell
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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