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Daniel Yanotchko

Voya Financial Advisors, INC.
20 Years of Experience
Windsor, CT
1 DisclosureBroker
View SEC Summary
View SEC Summary

Daniel Yanotchko is a registered investment advisor at Voya Financial Advisors, INC., based in Windsor, CT, with 20 years of industry experience. Daniel 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.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
752 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Orange Way, C4-S, Windsor, CT, 06095

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History

Regulatory History (1)
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Criminal
January 2016
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel is an assistant soccer coach for his son's team, a volunteer position. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Voya Financial Advisors, INC.
June 2019 - Present · 7 yrs 4 mos
Voya Financial Advisors, INC.
June 2019 - Present · 7 yrs 4 mos
Voya Financial Advisors, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Voya Financial Advisors, INC.
May 2012 - April 2019 · 6 yrs 11 mos
Voya Financial Advisors, INC.Broker
January 2011 - April 2019 · 8 yrs 3 mos
Ing Financial Advisers, LLCBroker
May 2006 - January 2011 · 4 yrs 8 mos
State Registrations1 state
CT
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.
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