Melville, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,860,932,965
ClientsTotal clients
16,313
AdvisorsAdvisors at this office
36
Of 747 advisors across 225 offices
Location
One Huntington Quadrangle, Suite 1 C01
Melville NY 11747
Advisors at this office
36
Advisors at this office
Stephan C
Series 63
Melville, NY
Voya financial Advisors, Inc.
Stephan Coles is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Charles W Cammack Associates, Inc. since 1981 and joined Voya Financial Advisors in 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and life insurance sales. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary recommendations across multiple program structures and operates both as an SEC-registered investment adviser and a broker-dealer.
Andrew S
Series 63
Melville, NY
Voya financial Advisors, Inc.
Andrew Shull is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 63 designation and has 18 years of industry experience, including 12 years with Voya. Outside of his advisory role, he coaches youth Tee Ball teams in his community. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures that emphasize non-discretionary recommendations.
R D
ChFC®, Series 63, Series 65
Melville, NY
Voya financial Advisors, Inc.
R Dunuwila is a financial advisor with Voya Financial Advisors, Inc. holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. Prior to joining Voya in 2020, he worked for Lincoln Investment Planning, Inc. for 16 years. Outside of his advisory role, he volunteers as a translator for Shakti Village Empowerment. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm provides a variety of financial planning and portfolio management services through multiple program structures, primarily delivering non-discretionary recommendations.
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 designations and possessing 11 years of industry experience. Before joining Voya, he worked at the Egg Harbor Township School District and has operated a photography business since 2005. He serves as a council member and former mayor in Galloway Township, contributes as an author on responsible money management, and participates on the advisory board of a regional Catholic school as well as a membership committee for a New Jersey surfing club. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a broad range of financial services through multiple program structures, emphasizing recommendation-based advice primarily delivered on a non-discretionary basis.
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 possessing nine years of industry experience. He has worked at Voya since 2016 and previously held a position at Bowlmor. Outside of financial advising, he has provided administrative support for Pension Actuarial Consultants and worked as a bartender at Grimm Artisanal Ales. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing non-discretionary advice and multiple affiliated investment offerings.
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 focused on insurance and investment marketing. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services with a focus on recommendation-based, non-discretionary relationships.
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® designation and Series 66 license, and has 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 is active as the 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. serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures including Unified Managed Account wraps and third-party money manager programs.
Davanan R
Series 66
Melville, NY
Voya financial Advisors, Inc.
Davanja Ramsumair is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Voya in 2015, he worked at Weichert Realtors for seven years. He is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures.
Helen C
Series 63
Melville, NY
Voya financial Advisors, Inc.
Helen Chambers is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and 43 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, Chambers operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through multiple program structures, primarily employing non-discretionary, recommendation-based asset management.
Adrienne C
Series 63
Melville, NY
Voya financial Advisors, Inc.
Adrienne Cavallaro is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 63 designation. She has 16 years of industry experience, including 12 years with Voya Financial Advisors. Outside of advising, she serves as the President of the Board for The Seton Foundation, which supports academic initiatives at Seton Catholic School. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and consulting through multiple program structures with a focus on non-discretionary, recommendation-based advice.
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., holding CFP® and ChFC® designations and over 36 years of industry experience. He has worked with Voya Financial Partners since 2014 and Anthony Izzo & Associates since 2012, with a longstanding career including Aetna Life & Casualty since 1989. He is also actively involved as an independent insurance agent, focusing on the sale of various fixed and indexed annuities, life, disability, and health insurance products. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.
Thakoor B
Series 63, Series 65
Melville, NY
Voya financial Advisors, Inc.
Thakoor Balkaran is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 31 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 the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, with services such as financial planning, portfolio management, and plan-sponsor consulting. The firm primarily provides advice through non-discretionary arrangements and offers multiple program structures, including wrap programs and third-party money manager access.
Frank B
Series 63, Series 65, Series 66
Melville, NY
Voya financial Advisors, Inc.
Frank Booth Jr. is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Voya since 2015. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products and works as a real estate salesperson representing buyers and sellers in residential and commercial transactions. Voya Financial Advisors, Inc. serves a diverse range of clients, including individual, institutional, and high-net-worth investors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize both discretionary and non-discretionary advisory relationships.
Karl N
Series 63, Series 65
Melville, NY
Voya financial Advisors, Inc.
Karl Nelson is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Voya Financial Advisors in 2014, he has been associated with Union Central since 1987. Outside of his advisory role, Nelson is involved in motivational speaking engagements and serves on the finance committee of Zion Lutheran Church. Voya Financial Advisors serves a wide range of clients, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures including non-discretionary advisory arrangements.
Brandon Z
Series 66
Melville, NY
Voya financial Advisors, Inc.
Brandon Zisa is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has six years of industry experience and has worked at firms including Voya Financial Advisors, Vestwell, and Prudential. Outside of advisory work, 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. serves a diverse range of clients such as retirement plan sponsors, corporations, and high-net-worth individuals, providing services including financial planning, portfolio management, and plan-sponsor consulting through multiple program structures and primarily non-discretionary recommendations.
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