Susan Colavecchio, financial advisor Lilburn GA

Susan Colavecchio

CRD Number: 5018864
Current Firm: Voya Retirement Advisors, LLC

Susan Colavecchio (CRD# 5018864) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Lilburn, GA and has over 18 years of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Lilburn GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Lilburn GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Lilburn GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Company Name Location Dates Years
Voya Financial Partners Lilburn, GA Sep 2016 - Current 7
Voya Retirement Advisors Lilburn, GA Sep 2014 - Current 9
Voya Financial Lilburn, GA Sep 2014 - Current 9
Ing Investment Advisors, LLC Lewiston, ME Jul 2008 - Sep 2014 6
Ing Hilton Head, SC Jul 2008 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Susan R. Colavecchio
Phone Number: (860) 580-2817
Registered State(s):
  • FL
  • GA
  • ME
  • MA
By the Numbers
  • Total Assets Under Management
    27,041
    MILLIONS
  • Total Number of Accounts
    11,767
    ACCOUNTS
  • Average Account Value
    $2,298,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.