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Pamela Hintermeier-Abati

37 Years of Experience
Williamsville, NY
BrokerSells Insurance

Pamela Hintermeier-Abati is a registered investment advisor at Voya Financial Advisors, INC., based in Williamsville, NY, with 37 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

6225 Sheridan Drive, Suite 212, Williamsville, NY, 14221

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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

Pamela owns Pam Abati Tax Prep since 1980, spending about three-quarters of her time on tax preparation from January to April. She is also an independent insurance agent since 1998, dedicating about 10-20% of her time to fixed life and health insurance sales.

Employment History
Current Registrations
Voya Financial Advisors, INC.
May 2021 - Present · 5 yrs
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
March 2000 - January 2011 · 10 yrs 10 mos
Copeland Equities, INC.Broker
August 1988 - February 2000 · 11 yrs 6 mos
State Registrations2 states
NYVA
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.
Pamela Hintermeier-Abati - Financial Advisor | TrueAdvisor