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Anthony Agentowicz

38 Years of Experience
Reading, PA
Broker

Anthony Agentowicz is a registered investment advisor at Voya Financial Advisors, INC., based in Reading, PA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

Reading, PA

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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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Employment History
Current Registrations
Voya Financial Advisors, INC.
March 2018 - Present · 8 yrs 2 mos
Voya Financial Advisors, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Horace Mann Investors, INC.
January 2017 - April 2018 · 1 yr 3 mos
Horace Mann Investors, INC.Broker
November 2016 - April 2018 · 1 yr 5 mos
Metlife Investors Distribution CompanyBroker
June 2016 - July 2016 · 1 mo
New England SecuritiesBroker
March 2013 - January 2015 · 1 yr 10 mos
Metlife Securities INC.
August 2007 - June 2016 · 8 yrs 10 mos
Metlife Securities, INCBroker
December 2006 - June 2016 · 9 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
December 2006 - July 2007 · 7 mos
VALIC Financial Advisors, INC.
September 2002 - January 2006 · 3 yrs 4 mos
VALIC Financial Advisors, INC.Broker
June 2000 - January 2006 · 5 yrs 7 mos
The Variable Annuity Marketing CompanyBroker
June 2000 - December 2001 · 1 yr 6 mos
Nationwide Investment Services CorporationBroker
December 1995 - May 2000 · 4 yrs 5 mos
Copeland Equities, INC.Broker
August 1990 - January 1996 · 5 yrs 5 mos
Hackett Associates, INC.Broker
March 1989 - October 1990 · 1 yr 7 mos
Guardian Investor Services CorporationBroker
July 1987 - January 1989 · 1 yr 6 mos
First Jersey Securities, INC.Broker
September 1985 - March 1987 · 1 yr 6 mos
State Registrations10 states
CTGAMAMENHNJNYPARIVT
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.