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Anthony John Dipietro

Advisor at VOYA Financial Advisors, Inc. — Melville, NY

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

Melville, NY 11747

VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Total advisors

743

Across 216 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Anthony Dipietro is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at VOYA since 2016 and previously at UBS Financial Services. Outside of finance, he operates a photography business and serves in local government roles, including council member and mayor in Galloway Township. He is also a contributing author on responsible money management and participates in community boards such as a Catholic school advisory board and a surfing club committee. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and advisory services. The firm employs a combination of in-house and external strategies, leveraging technology and model portfolios, with a notable focus on non-discretionary client relationships.

Client services

Based on VOYA Financial Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on VOYA Financial Advisors, Inc.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy

Occupation focus

Based on VOYA Financial Advisors, Inc.

Founder/Business Owner Executive Retired Self-Employed

Demographic focus

Based on VOYA Financial Advisors, Inc.

Approaching retirement Retired

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Fee options

Fixed

Flat fees up to $100,000 per year for plan sponsor services and for financial planning/consulting services

Percentage

$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%

Commissions

Commission charges for certain financial products offered through VFA in its broker-dealer capacity

Project-based

Hourly rate up to $500/hour for certain plan sponsor services and financial planning/consulting services

Other

Account minimum: $1,000 Fee-only: Financial Planning and Consulting Services fees on flat fee or hourly basis; financial planning seminar fees up to $500 per person or flat fee up to $10,000 to corporate sponsors

Location

See office

Melville, NY

One Huntington Quadrangle, Suite 1 C01

Melville NY 11747

Advisors at this office

37

Most active in

New Jersey · New York

Work history

11 years of industry experience

Voya Financial Advisors, Inc.

2017 - Present • 9 years

Tuckahoe, NJ

VOYA Financial Advisors

2016 - 2017 • 1 year

Smithville, NJ

Egg Harbor Twp. School District

2015 - 2017 • 2 years

Egg Harbor Twp., NJ

Tony DiPietro Photography

2005 - Present • 21 years

Smithville, NJ

UBS Financial Services

2002 - 2002 • 1 year

Northfield, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
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Tina H

Series 65

Farmingdale, NY

Financial Gym Advisors

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Private / alternative investments

Jason H

CFP®, Series 7, Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

Passive / index investing Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses General tax planning Executive Founder/Business Owner Doctor or Medical Professional Technology Professional Retired Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995) Established Professionals Approaching retirement Career Changers
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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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Andre M

CFP®, Series 63

Baldwin, NY

Delphin Investments

Andre Mcdonnaugh is a CFP® with 38 years of industry experience. He is currently with Delphin Investments and has previously operated McDonnaugh Securities LLC and AI McDonnaugh & Co. Inc. In addition to his advisory work, he owns a tax preparation service and an insurance sales business. Delphin Investments serves institutional and sophisticated individual investors through private funds and separate-account OCIO engagements. The firm employs a proprietary asset-allocation model and diversified investment strategies across global tactical allocation, U.S. small-cap equities, and regional private-market opportunities, and it also offers investment technology platforms and curated private-market deal flow.

Active portfolio management Private / alternative investments Factor investing / smart beta Founder/Business Owner Executive Immigrants
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John A

Series 63, Series 65

Saint James, NY

Advanced Portfolio Services LLC

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Active portfolio management Concentrated stock management
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