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Daniel Yanotchko

19 Years of Experience
Windsor, CT
1 DisclosureBroker

Daniel Yanotchko is a registered investment advisor at Voya Financial Advisors, INC., based in Windsor, CT, with 19 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

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
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 · 6 yrs 11 mos
Voya Financial Advisors, INC.
June 2019 - Present · 6 yrs 11 mos
Voya Financial Advisors, INC.Broker
June 2019 - Present · 6 yrs 11 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.