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Michael Meehan

30 Years of Experience
Enfield, CT
Broker

Michael Meehan is a registered investment advisor at Voya Financial Advisors, INC., based in Enfield, CT, with 30 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

Enfield, CT

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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.
February 2023 - Present · 3 yrs 3 mos
Voya Financial Advisors, INC.
February 2023 - Present · 3 yrs 3 mos
Voya Financial Advisors, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
November 2022 - February 2023 · 3 mos
Cetera Advisor Networks LLC
November 2022 - February 2023 · 3 mos
Voya Retirement Advisors, LLC
June 2021 - April 2022 · 10 mos
Voya Financial Partners, LLCBroker
June 2021 - April 2022 · 10 mos
Voya Financial Partners, LLC
June 2021 - April 2022 · 10 mos
Voya Financial Advisors, INC.
March 2018 - June 2021 · 3 yrs 3 mos
Voya Financial Advisors, INC.Broker
March 2018 - June 2021 · 3 yrs 3 mos
Voya Financial Advisors, INC.
January 2011 - September 2017 · 6 yrs 8 mos
Voya Financial Advisors, INC.Broker
January 2011 - September 2017 · 6 yrs 8 mos
Ing Financial Advisers, LLC
November 2004 - January 2011 · 6 yrs 2 mos
Ing Financial Advisers, LLCBroker
May 2002 - January 2011 · 8 yrs 8 mos
TD Waterhouse Investor Services, INC.Broker
January 1995 - April 2002 · 7 yrs 3 mos
Quest Capital Strategies, INC.Broker
September 1994 - December 1994 · 3 mos
First Investors CorporationBroker
May 1994 - July 1994 · 2 mos
State Registrations1 state
CT
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.