ND
CFP
ND
CFP

Nicholas Disalle

24 Years of Experience
Columbus, OH
BrokerSells Insurance

Nicholas Disalle is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

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.

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Location

7965 North High Street, Suite 150, Columbus, OH, 43235

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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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Other Business ActivitiesSells Insurance

Nicholas is an independent insurance agent since 2009, focusing on fixed insurance sales. This activity takes nearly all of Nicholas's time.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 6 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 6 mos
Previous Registrations
Ing Financial Advisers, LLC
March 2002 - January 2011 · 8 yrs 10 mos
Ing Financial Advisers, LLCBroker
November 2001 - January 2011 · 9 yrs 2 mos
Pruco Securities CorporationBroker
September 2001 - November 2001 · 2 mos
State Registrations15 states
AZCAFLINMDMNNCNVNYOHPASCTNTXWA
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.