Melville, NY Office

Team
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VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Firm-wide stats for VOYA Financial Advisors, Inc.

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

Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed account (UMA) and wrap programs, third‑party money manager access, and retirement-plan and IRA advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm delivers these services through a large network of investment adviser representatives and a product shelf that includes both affiliated and unaffiliated investment products.

VFA structures client relationships around investment policy statements and model allocations, combining in‑house and outside strategists, model portfolios, and technology-enabled tools—such as Morningstar-powered retirement advice and sub-advised custom indexing and tax‑loss harvesting—to implement recommendations. Many programs and accounts are managed on a non‑discretionary basis, with advisors providing recommendations and seeking client authorization for trades, while certain wrap and UMA arrangements permit limited discretionary sleeve management and rebalancing.

What is distinctive in the brochure is VFA’s dual role as an SEC-registered investment adviser and a FINRA-member broker‑dealer: the firm discloses that certain products are offered only in its broker‑dealer capacity and that some client purchases may generate commissions, and it describes product‑sponsor and share‑class selection practices (Product Partners and revenue arrangements) that create potential conflicts of interest. The brochure also highlights an uncommon asset mix among enterprise peers—approximately $3.8 billion of non‑discretionary assets versus about $69.7 million of discretionary assets as of year‑end 2025—reflecting a heavier reliance on client‑approved (non‑discretionary) relationships.

Based on VOYA Financial Advisors, Inc.

Expertise

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

Based on VOYA Financial Advisors, Inc.

Occupation focus

Founder/Business Owner Executive Retired Self-Employed

Based on VOYA Financial Advisors, Inc.

Demographic focus

Approaching retirement Retired

Based on VOYA Financial Advisors, Inc.

Location

One Huntington Quadrangle, Suite 1 C01

Melville NY 11747

Advisors at this office

37

Advisors at this office

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Stephan C

Series 63

Melville, NY

VOYA Financial Advisors, Inc.

Stephan Coles is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining VOYA in 2014, he worked at Charles W Cammack Associates, Inc. beginning in 1981. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed annuities and life insurance sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to implement recommendations, offering a mix of non-discretionary and discretionary account management through a large network of advisors.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Andrew S

Series 63

Melville, NY

VOYA Financial Advisors, Inc.

Andrew Shull is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Voya since 2014. Outside of his advisory work, Shull coaches youth tee ball teams in the Lockport and Wilson Little League programs. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary management through a broad platform of investment products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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R D

ChFC®, Series 63, Series 65

Melville, NY

VOYA Financial Advisors, Inc.

R Dunuwila is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Voya in 2020, he worked at Lincoln Investment Planning, Inc. for 16 years. Outside of his advisory role, he volunteers as a translator for Shakti Village Empowerment, a nonprofit organization. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients through comprehensive financial planning, portfolio management, and advisory services. The firm utilizes investment policy statements, model allocations, and technology-enabled tools to deliver customized recommendations, operating both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Anthony D

Series 63, Series 66

Melville, NY

VOYA Financial Advisors, Inc.

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.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Eric G

Series 63, Series 65

Melville, NY

VOYA Financial Advisors, Inc.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Voya since 2016 and previously worked at Bowlmor. Outside of his advisory role, he works as a bartender at Grimm Artisanal Ales and provides administrative consulting for Pension Actuarial Consultants. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of advisors, combining model portfolios and technology-enabled tools to implement client recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Anthony I

Series 63

Melville, NY

VOYA Financial Advisors, Inc.

Anthony Izzo is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Anthony Izzo & Associates, a separate business entity. Outside of advisory work, Izzo is president of Benefit Planning Corp, a firm involved in the sale of life insurance, disability, and long-term care products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and combines model portfolios with technology-enabled tools to implement client recommendations, operating both in advisory and broker-dealer capacities.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Michael D

ChFC®, Series 66

Melville, NY

VOYA Financial Advisors, Inc.

Michael Deamicis is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. He serves as Chapter Sponsorship Chair for the National Aging in Place Council and volunteers as a driver and spokesperson for the American Cancer Society. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies, offering both non-discretionary and limited discretionary management through a large network of advisers.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Davanan R

Series 66

Melville, NY

VOYA Financial Advisors, Inc.

Davanan Ramsumair is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at Voya Financial Advisors since 2015, with prior experience at 732 Financial and Weichert Realtors. Ramsumair also operates as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services, utilizing model portfolios and technology-enabled tools to implement investment recommendations through both discretionary and non-discretionary programs.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Helen C

Series 63

Melville, NY

VOYA Financial Advisors, Inc.

Helen Chambers is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 43 years of industry experience. Chambers has been with VOYA Financial Advisors since 2014. She is also active as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of representatives. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products with a combination of in-house and outside strategists.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Adrienne C

Series 63

Melville, NY

VOYA Financial Advisors, Inc.

Adrienne Cavallaro is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as the President of the Board for The Seton Foundation, which supports academic initiatives at Seton Catholic School. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a broad range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Alex C

CFP®, ChFC®, Series 63, Series 65

Melville, NY

VOYA Financial Advisors, Inc.

Alex Canas is a financial advisor with Voya Financial Advisors, Inc. He holds the CFP® and ChFC® designations and has 36 years of industry experience. His career includes roles at Voya Financial Partners since 2014, Anthony Izzo & Associates since 2012, and Aetna Life & Casualty since 1989. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to manage primarily non-discretionary client accounts while offering a broad range of investment products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Thakoor B

Series 63, Series 65

Melville, NY

VOYA Financial Advisors, Inc.

Thakoor Balkaran is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Balkaran & Associates. Additionally, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products with a focus on client-centered investment policy statements and model allocations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Frank B

Series 63, Series 65, Series 66

Melville, NY

VOYA Financial Advisors, Inc.

Frank Booth Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2015 and previously worked at Valic Financial Advisors from 2009 to 2015. Outside of financial advising, he is also a licensed independent insurance agent and works as a real estate salesperson. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, nonprofits, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary management across a broad range of investment products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Karl N

Series 63, Series 65

Melville, NY

VOYA Financial Advisors, Inc.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at VOYA since 2014 and has a long tenure with Union Central dating back to 1987. Outside of his advisory role, Nelson delivers occasional paid motivational speaking engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services utilizing both affiliated and unaffiliated products, with an investment approach that incorporates model portfolios, in-house and external strategists, and technology-enabled tools.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

Brandon Z

Series 66

Melville, NY

VOYA Financial Advisors, Inc.

Brandon Zisa is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Rho, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves as a board member on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of in-house and third-party strategies, with a focus on client-approved, non-discretionary asset management supported by technology-enabled tools.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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