CP
CFP
CP
CFP

Christopher Piczak

43 Years of Experience
Lake Ridge, VA
BrokerSells Insurance

Christopher Piczak is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Lake Ridge, VA, with 43 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
755 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lake Ridge, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is the president of Girouard, Piczak and Associates, Inc., a company originally established to sell group products but currently inactive. He is also an independent insurance agent selling fixed insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Voya Financial Advisors, INC.
February 2017 - Present · 9 yrs 8 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
October 1993 - January 2011 · 17 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - October 1993 · 10 yrs 4 mos
State Registrations11 states
AZDCMAMDNCNMNYSCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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