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Christopher Holway

Voya Financial Advisors, INC.
27 Years of Experience
Tampa, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Holway is a registered investment advisor at Voya Financial Advisors, INC., based in Tampa, FL, with 27 years of industry experience. Christopher 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

Tampa, FL

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History

Regulatory History (2)
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 2009
Denied
Customer Dispute
January 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent selling fixed insurance products since 2015, dedicating minimal time to this activity. He also manages and maintains a vacation rental property since 2021, spending minimal time on it.

Employment History
Current Registrations
Voya Financial Advisors, INC.
September 2015 - Present · 11 yrs 1 mo
Voya Financial Advisors, INC.Broker
September 2015 - Present · 11 yrs 1 mo
Previous Registrations
Investment Planners, INC.Broker
June 2013 - September 2015 · 2 yrs 3 mos
Ipi Wealth Management, INC.
May 2013 - September 2015 · 2 yrs 4 mos
Belleair Asset Management, INC
November 2009 - September 2013 · 3 yrs 10 mos
Downstate Securities Group, INC.Broker
October 2009 - September 2013 · 3 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
H&r Block Financial Advisors, INC.
November 2003 - July 2004 · 8 mos
H&r Block Financial Advisors, INC.Broker
October 1998 - July 2004 · 5 yrs 9 mos
State Registrations21 states
ARAZCOCTFLGAMAMDMNNCNJNMNYOHOKORPARITNTXWA
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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