Albany, NY Office

Team
Updated today
VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Firm-wide stats for VOYA Financial Advisors, Inc.

Total advisors

751

Across 222 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services typical of large enterprise advisers — financial planning, portfolio management, wrap programs, third‑party money manager access, and plan‑sponsor consulting.

VFA delivers advice through multiple program structures, including Unified Managed Account wrap programs, third‑party money manager programs, and affiliated retirement‑advice offerings (VRA powered by Morningstar), and it frequently provides non‑discretionary recommendations that clients must approve before transactions are executed. The firm’s Form ADV reports the large majority of its managed assets are held in non‑discretionary arrangements, reflecting this preference for recommendation-based relationships rather than widespread discretionary management.

Distinctive features disclosed in the brochure include its dual role as both an SEC‑registered investment adviser and a broker‑dealer, the continued sale of certain products on a commission basis and the practice of making some products available only through its broker‑dealer channel. The firm also operates multiple affiliated programs and revenue‑sharing arrangements (including product partner arrangements and relationships with its clearing firm) and a proprietary cash‑sweep option, and its phone‑based Investor Center advisors are compensated differently than field IARs — structural elements the brochure identifies as potential conflicts of interest that differentiate VFA from many enterprise peers.

Based on VOYA Financial Advisors, Inc.

Expertise

Retirement income strategy General retirement planning Business ownership considerations

Based on VOYA Financial Advisors, Inc.

Occupation focus

Founder/Business Owner Executive

Based on VOYA Financial Advisors, Inc.

Location

125 Wolf Rd, Suite 402

Albany NY 12205

Advisors at this office

4

Advisors at this office

user avatar

Jared M

Series 66

Albany, NY

VOYA Financial Advisors, Inc.

Jared Micheller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining VOYA, he worked at Equitable Advisors, LLC. and spent over a decade at Skidmore College. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary recommendation-based arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

David W

Series 66

Albany, NY

VOYA Financial Advisors, Inc.

David Williams is a financial advisor at Voya Financial Advisors, Inc. in Albany, NY, holding a Series 66 designation with 26 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals, institutional investors, and retirement plan sponsors. The firm offers various advisory programs such as financial planning, portfolio management, and third-party money manager access, primarily providing non-discretionary recommendations for its managed assets.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Robert L

CFP®, Series 66

Albany, NY

VOYA Financial Advisors, Inc.

Robert Laferriere is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2017 and previously spent three years at SEFCU and LPL Financial. Laferriere is also an independent insurance agent and owns Laferriere Financial, a financial services business involved in the sale and service of insurance, securities, and investment products. Voya Financial Advisors, Inc. serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and third-party money manager access, delivering advice primarily through non-discretionary, recommendation-based relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Gregory G

CFP®, Series 66

Albany, NY

VOYA Financial Advisors, Inc.

Gregory Gosier is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2014. He holds the Series 66 designation and has ownership in Empire State Wealth Management LLC, a financial services firm, and operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and high-net-worth individuals, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, typically providing recommendation-based financial advice rather than discretionary management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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