Sherry Cesare
Sherry Cesare is a registered investment advisor at Voya Financial Advisors, INC., based in Melville, NY, with 27 years of industry experience. Sherry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $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
Location
One Huntington Quadrangle, Suite 1C01, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Regulatory
February 2013Other Business ActivitiesSells Insurance
Sherry sells fixed annuities and life insurance products through Lincoln Financial Group and as an independent insurance agent. She also sells and services insurance, securities, and investment products through Cesare and Associate, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLCBroker
MML Investors Services, INC.Broker
State Registrations29 states
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
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