Matthew WittenCRD Number: 5456145
Current Firm: Voya Financial Advisors, Inc.
Matthew Witten (CRD# 5456145) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsville, NY and has over 9 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Voya Financial Advisors||Williamsville, NY||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Williamsville, NY||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers, LLC||Williamsville, NE||Nov 2007 - Dec 2010||3|
|Ing||Williamsville, NY||Nov 2007 - Dec 2010||3|
|Dahan & Nowick, LLP||New York, NY||Jun 2004 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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