William Matyi (CRD# 4365491) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Davidson, NC and has over 2 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Voya Investments Distributor, LLC | Windsor, CT | May 2021 - Current | 3 |
Voya Investment Management Company LLC | New York, NY | May 2021 - Current | 3 |
Voya Investment Management | Davidson, NC | May 2021 - Current | 3 |
Lpl Financial, LLC | Denver, NC | Mar 2021 - May 2021 | < 1 |
Merit Financial Group, LLC | Denver, NC | Mar 2021 - May 2021 | < 1 |
Clientwise, LLC | Irving, TX | Apr 2019 - Mar 2021 | 1 |
Fsc Securities Corporation | Mooresville, NC | Aug 2018 - Mar 2019 | < 1 |
Prudential Investment Management Services LLC | Davidson, NC | Dec 2010 - Jul 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- AK
- AZ
- DE
- DC
- GA
- IL
- IN
- KY
- LA
- ME
- NM
- NC
- ND
- OK
- RI
- SC
- TX
- VA
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Total Assets Under Management241,808MILLIONS
-
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)
- Publication of periodicals or newsletters
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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