James Scheidel
James Scheidel is a registered investment advisor at Voya Financial Advisors, INC., based in Melville, NY, with 23 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 Huntington Quadrangle, Suite 1C01, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Regulatory
July 2025Regulatory
January 2024Other Business ActivitiesSells Insurance
James is involved in benefits planning, fixed insurance sales as an independent agent, and marketing insurance and investments through Anthony Izzo & Associates, each taking up a full-time commitment. He also is a partner in ShyFI, a real estate property, spending minimal time renting out property.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLCBroker
Joseph A. Sangimino, INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations20 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.