Brannigan Judge
Brannigan Judge is a registered investment advisor at Voya Financial Advisors, INC., based in Pittsford, NY, with 15 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
1175 Pittsford-Victor Rd, Ste 100, Pittsford, NY, 14534
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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
Brannigan is an independent insurance agent selling fixed insurance products, dedicating a few hours per week. He also co-owns Decisional Tax Services, LLC, offering tax preparation services, and works as a captive agent for United Healthcare, assisting customers with Medicare Advantage plans, spending minimal time on each.
Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Previous Registrations
Decisional Wealth Advisors LLC
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Santander Securities
Santander Securities LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Pinnacle Investments, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.