Lee Gardella (CRD# 7441024) is an Investment Advisor Representative working at Voya Investment Management Company LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Voya Investment Management | Atlanta, GA | Aug 2020 - Current | 3 |
| Full-time Student At Furman University | Greenville, SC | Aug 2016 - May 2020 | 3 |
| Schroders | New York City, NY | Jun 2019 - Aug 2019 | < 1 |
| Marsh Mclennon Agency | Greenville, SC | Jun 2018 - Aug 2018 | < 1 |
| Vector Marketing | Norwalk, CT | Dec 2016 - Aug 2017 | < 1 |
| Star Inc. | Norwalk, CT | Jun 2016 - Aug 2016 | < 1 |
| Full- Time Student At Fairfield College Preparatory School | Fairfield, CT | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- AK
- AZ
- DE
- 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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