Alyssa Phillips, financial advisor Windsor CT
90 score

Alyssa Phillips

CRD Number: 5608356
Current Firm: Voya Financial Advisors, Inc.

Alyssa Phillips (CRD# 5608356) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Windsor, CT Sep 2014 - Current 2
Ing Financial Partners, Inc. Windsor, CT Jun 2011 - Sep 2014 3
Quarry Ridge Golf Course Portland, CT Sep 2009 - Apr 2014 4
Ing Windsor, CT Oct 2008 - Jun 2011 2
Ing Financial Advisers, Lls Windsor, CT Oct 2008 - Jun 2011 2
Coach Clinton, CT May 2008 - Oct 2008 < 1
Era Covenant Realty Storrs, CT Nov 2007 - May 2008 < 1
Ecso Willimantic, CT Jan 2007 - May 2008 1
Quarry Ridge Golf Portland, CT May 2005 - Oct 2007 2
Ymca Portland, CT Jun 2003 - Aug 2007 4
Discovery Zone Learning Columbia, CT Sep 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Alyssa M. Phillips
Phone Number: 1-800-356-2906
Registered State(s):
  • CT
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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