Michael Soto, financial advisor Windsor CT

Michael Soto

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Michael A. Soto
Phone Number: 1-800-356-2906
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    15,918
    MILLIONS
  • Total Number of Accounts
    77,663
    ACCOUNTS
  • Average Account Value
    $204,965
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VI, VT, WA, WI, WV, WY

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