Briton Rotell (CRD# 5694523) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Atlanta, GA and has over 14 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management | Altanta, GA | Mar 2019 - Current | 5 |
| Voya Investments Distributor, LLC | Windsor, CT | Mar 2019 - Current | 5 |
| Voya Investment Management Company LLC | New York, NY | Mar 2019 - Current | 5 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Apr 2017 - Feb 2019 | 1 |
| Suntrust Bank | Alpharaetta, GA | Apr 2017 - Feb 2019 | 1 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Apr 2017 - Feb 2019 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Apr 2016 - Mar 2017 | < 1 |
| E*trade Capital Management LLC | Alpharetta, GA | Apr 2016 - Mar 2017 | < 1 |
| Wachovia Bank, N.a. | Decatur, GA | Jul 2009 - Apr 2016 | 6 |
| Wells Fargo Advisors LLC | Decatur, GA | Jul 2009 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management241,808MILLIONS
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Total Number of Accounts96,377ACCOUNTS
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Average Account Value$2,508,976
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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