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Rajeswaran Venkatraman

Voya Financial Advisors, INC.
41 Years of Experience
Lisle, IL
5 DisclosuresBrokerSells Insurance
View SEC Summary
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Rajeswaran Venkatraman is a registered investment advisor at Voya Financial Advisors, INC., based in Lisle, IL, with 41 years of industry experience. Rajeswaran 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.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
752 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
—
View Full SEC Brochure

Location

2525 Cabot Drive, Suite 100R, Lisle, IL, 60532

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Settled
Customer Dispute
March 2021
Denied
Customer Dispute
September 2020
Denied
Customer Dispute
December 2019
Settled
Customer Dispute
April 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Rajeswaran owns real estate and rental properties, dedicating about a quarter of his time to each. He is also an independent insurance agent selling fixed insurance products and a principal at Venkat and Associates, selling insurance, securities, and investment products, each taking a full-time commitment. Rajeswaran also serves as treasurer for the Highland Field Home Owners Association, spending minimal time on this role.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 9 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Ing Financial Advisers, LLC
July 2000 - January 2011 · 10 yrs 6 mos
Aetna Financial Services, INC.Broker
March 1998 - September 2000 · 2 yrs 6 mos
Ing Financial Advisers, LLCBroker
October 1993 - January 2011 · 17 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1985 - October 1993 · 8 yrs 4 mos
State Registrations30 states
AZCACODCFLGAIAILINKSMAMDMIMNMOMSNCNJNVOHOKORPASCTXUTVAWAWIWV
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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