Dillon Grote (CRD# 6661988) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has over 7 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2963357
Hsbc Securities (usa) Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management | Atlanta, GA | Jun 2021 - Current | 2 |
| Voya Investments Distributor, LLC | Windsor, CT | Jun 2021 - Current | 2 |
| Unemployed | Cincinnati, OH | Jan 2021 - Jun 2021 | < 1 |
| Barings LLC | Charlotte, NC | Aug 2018 - Dec 2020 | 2 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2016 - Aug 2018 | 2 |
| Total Quality Logistics | Charleston, SC | Dec 2014 - Apr 2016 | 1 |
| Fifth Third Bank | Cincinnati, OH | Aug 2014 - Nov 2014 | < 1 |
| University Of South Carolina | Columbia, SC | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- AK
- AZ
- DE
- DC
- GA
- IL
- IN
- KY
- LA
- ME
- NM
- ND
- OK
- RI
- SC
- TX
- VA
-
Total Assets Under Management241,808MILLIONS
-
Total Number of Accounts96,377ACCOUNTS
-
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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