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Eileen Suppo

28 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 28 years of industry experience. Eileen 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.

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
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Location

45 Knollwood Rd Ste 204, Elmsford, NY, 10523

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History

Regulatory History (1)
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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 · 9 yrs 1 mo
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 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.
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