Stephan Coles
Stephan Coles is a registered investment advisor at Voya Financial Advisors, INC., based in Boynton Beach, FL, with 44 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
Boynton Beach, FL
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Regulatory History (1)
Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Stephan works as an independent insurance agent, selling fixed annuities and life insurance since 2010. This activity is insurance-related.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
Mutual Benefit Financial Service CompanyBroker
The Prudential Insurance Company of AmericaBroker
Cigna Securities, INC.Broker
The Mutual Life Insurance Company of New YorkBroker
Cg Equity Sales CompanyBroker
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.