Mary Querbes
Mary Querbes is a registered investment advisor at Voya Financial Advisors, INC., based in Williamsville, NY, with 17 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
6225 Sheridan Drive, Suite 212, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary works as a rep assistant for Gregory Gosier, providing administrative duties and assisting with client paperwork, phone calls, and filing. She also works as a recruiter for Home Base Recruiting and is a registered assistant for Empire State Wealth Management, handling day-to-day operations and marketing, taking about half of Mary's time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations1 state
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.