Stephen Kolodij, financial advisor Huntingdon Valley PA
93 score

Stephen Kolodij

CRD Number: 5286261
Current Firm: Voya Financial Advisors, Inc.

Stephen Kolodij (CRD# 5286261) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Huntingdon Valley, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. Huntington Valley, PA Sep 2014 - Current 2
Mcadam Financial Group Philadelphia, PA Jun 2008 - Oct 2014 6
Ing Financial Partners Philadelphia, PA Jun 2008 - Aug 2014 6
Morgan Stanley & Company, Incorporated Philadelphia, PA Apr 2007 - May 2008 1
Morgan Stanley Dw Inc. Philadelphia, PA Jan 2007 - Apr 2007 < 1
Ag Edwards & Sons Marlton, NJ Aug 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Stephen A. Kolodij
Phone Number: 1-800-356-2906
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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