EW
EW

Eric Wyer

22 Years of Experience
North Las Vegas, NV
Broker

Eric Wyer is a registered investment advisor at Voya Retirement Advisors, LLC, based in North Las Vegas, NV, with 22 years of industry experience. Eric 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

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.

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Location

North Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Voya Retirement Advisors, LLC
May 2021 - Present · 5 yrs
Voya Financial Advisors, INC.
February 2016 - Present · 10 yrs 3 mos
Voya Financial Advisors, INC.Broker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
May 2014 - December 2014 · 7 mos
CUNA Brokerage Services, INC.
May 2014 - May 2014 · 0 mos
CUNA Brokerage Services, INC.Broker
March 2014 - December 2014 · 9 mos
Ing Financial Partners, INC.Broker
January 2011 - February 2014 · 3 yrs 1 mo
Ing Financial Advisers, LLCBroker
September 2008 - January 2011 · 2 yrs 4 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - August 2008 · 1 mo
Morgan Stanley & CO. Incorporated
July 2008 - August 2008 · 1 mo
Dreyfus Service Corporation
June 2004 - March 2007 · 2 yrs 9 mos
Dreyfus Service CorporationBroker
June 2004 - March 2007 · 2 yrs 9 mos
AXA Advisors, LLCBroker
January 2002 - January 2004 · 2 yrs
First Investors CorporationBroker
July 2001 - August 2001 · 1 mo
State Registrations1 state
NV
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.