Steven Mercer
Steven Mercer is a registered investment advisor at Voya Financial Advisors, INC., based in Fairfax, VA, with 18 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
12150 Monument Drive, Ste 850, Fairfax, VA, 22033
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Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Steven is an independent insurance agent selling fixed insurance products since 2016, dedicating nearly full-time hours to this activity. He also owns property in Bethany Beach and collects rent, which takes minimal time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities, INCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wachovia Securities, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.