ES
ES

Eileen Suppo

27 Years of Experience
Elmsford, NY
1 DisclosureBrokerSells Insurance

Eileen Suppo is a registered investment advisor at Voya Financial Advisors, INC., based in Elmsford, NY, with 27 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.

Loading...

Location

45 Knollwood Rd Ste 204, Elmsford, NY, 10523

Get directions

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
Other Business ActivitiesSells Insurance

Eileen is an independent insurance agent selling fixed insurance products since 2014, dedicating a few hours per week. She is also a sales representative for BRST, Inc., selling fixed insurance, securities, and investment products, which takes nearly full-time.

Employment History
Current Registrations
Voya Financial Advisors, INC.
September 2017 - Present · 8 yrs 8 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
April 1998 - January 2011 · 12 yrs 9 mos
State Registrations12 states
CACTFLGAMDNCNJNYORSCTXVT
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.
Eileen Suppo - Financial Advisor | TrueAdvisor