Denis Kelleher is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 27 years of industry experience. Denis 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Orange Way, Windsor, CT, 06095
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Regulatory History
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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Denis is a committee member for the Town of Marshfield Community Preservation Committee and Recreation Commission, and also coaches youth soccer and serves on the Marshfield Youth Soccer Board of Directors. These are all volunteer positions and require minimal time.
Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Previous Registrations
Voya Financial Partners, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Voya Retirement Advisors, LLC
Voya Retirement Advisors, LLCBroker
Citistreet Equities LLCBroker
State Street Capital Markets, LLCBroker
State Registrations2 states
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