Michael SotoCRD Number: 6831891
Current Firm: Voya Financial Advisors, Inc.
Michael Soto (CRD# 6831891) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 2 years of experience in the finance industry.
Advice And Planning Services
Northwestern Mutual Investment Services,llc
Citizens Investment Services
|Voya Financial Advisors, Inc.||Windsor, CT||Nov 2018 - Current||2|
|Morris & Mcdaniel, Inc.||Metairie, LA||Jan 2018 - Current||2|
|Nylife Securities LLC||Windsor, CT||Apr 2018 - Nov 2018||< 1|
|New York Life Insurance Company||Windsor, CT||Jun 2017 - Nov 2018||1|
|City Of New Haven||New Haven, CT||Dec 2015 - Dec 2017||2|
|University Of Hartford||West Hartford, CT||Aug 2015 - Dec 2017||2|
|Aldi||New Haven, CT||Jan 2015 - Dec 2015||< 1|
|Gateway Community College||New Haven, CT||Aug 2013 - Aug 2015||2|
|North Branford High School||North Branford, CT||Aug 2009 - Aug 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2018|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management15,918MILLIONS
Total Number of Accounts77,663ACCOUNTS
Average Account Value$204,965
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV, WY
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