TB
TB

Tanya Bliss

18 Years of Experience
Windsor, CT
1 DisclosureBroker

Tanya Bliss is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 18 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.

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Location

One Orange Way, Windsor, CT, 06095

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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
November 2020
Settled
Employment History
Current Registrations
Voya Retirement Advisors, LLC
January 2025 - Present · 1 yr 4 mos
Voya Financial Partners, LLC
September 2024 - Present · 1 yr 8 mos
Voya Financial Partners, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Transamerica Retirement Advisors, LLC
October 2018 - January 2024 · 5 yrs 3 mos
Transamerica Investors Securities CorporationBroker
October 2018 - January 2024 · 5 yrs 3 mos
American Fidelity Securities, INC.Broker
May 2018 - October 2018 · 5 mos
Icma-Rc Services, LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
ICMA Retirement Corporation
May 2016 - February 2018 · 1 yr 9 mos
Cuso Financial Services, L.P.
June 2015 - April 2016 · 10 mos
Cuso Financial Services, L.P.Broker
June 2015 - April 2016 · 10 mos
Essex National Securities, LLC
September 2014 - June 2015 · 9 mos
Essex National Securities, LLCBroker
November 2012 - June 2015 · 2 yrs 7 mos
Sigma Financial CorporationBroker
March 2011 - November 2012 · 1 yr 8 mos
Spc
March 2011 - November 2012 · 1 yr 8 mos
VALIC Financial Advisors, INC.
December 2008 - February 2011 · 2 yrs 2 mos
VALIC Financial Advisors, INC.
November 2006 - November 2007 · 1 yr
VALIC Financial Advisors, INC.Broker
September 2006 - February 2011 · 4 yrs 5 mos
State Registrations1 state
MI
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.
Tanya Bliss - Financial Advisor | TrueAdvisor