David Malatesta
David Malatesta is a registered investment advisor at Voya Financial Advisors, INC., based in Windsor, CT, with 22 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
One Orange Way, C4-S, 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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David referees high school football games through the Massachusetts Independent Football Officials Association. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Financial Partners, LLCBroker
Voya Retirement Advisors, LLC
Voya Retirement Advisors, LLCBroker
Santander Securities
Santander Securities LLCBroker
Ing Investment Advisors, LLC
Ing Investment Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Amvescap Services, INC.Broker
Quick & Reilly, INC.Broker
State Registrations53 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.