Rebecca Ruvolo
Rebecca Ruvolo is a CFP-designated registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, with 18 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
7965 North High Street, Suite 150, Columbus, OH, 43235
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is an independent insurance agent selling fixed insurance products since April 2024. This activity takes a few hours per week.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities LLCBroker
Edward Jones
Edward JonesBroker
PNC InvestmentsBroker
Longbow Securities, LLCBroker
State Registrations7 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.
Exams
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