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Steven Lasky

Voya Financial Advisors, INC.
36 Years of Experience
Elmsford, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Steven Lasky is a registered investment advisor at Voya Financial Advisors, INC., based in Elmsford, NY, with 36 years of industry experience. Steven 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
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
—
View Full SEC Brochure

Location

45 Knollwood Rd Ste 204, Elmsford, NY, 10523

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History

Regulatory History (1)
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
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven is an independent insurance agent selling fixed insurance products since 2011, dedicating a few hours per week. He is also the President/Partner of BRST Inc., an S-Corporation for billing and loans, managing office expenses and dedicating minimal time to it.

Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Ing Financial Advisers, LLC
May 2005 - January 2011 · 5 yrs 8 mos
Ing Financial Advisers, LLCBroker
October 1993 - January 2011 · 17 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
March 1990 - October 1993 · 3 yrs 7 mos
Lexington Management CorporationBroker
December 1989 - March 1990 · 3 mos
State Registrations16 states
AZCACTFLGAILINMAMDNCNJNVNYORPASC
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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