CP
CP

Christopher Phillips

24 Years of Experience
Broker

Christopher Phillips is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.

Loading...

Location

One Orange Way, Windsor, CT, 06095

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Christopher is a partner in Mosquito Shield of NW Atlanta, a residential pest control service, since January 2024. He spends a few hours per week in a non-compensated, administrative role as co-owner of the franchise with his spouse.

Employment History
Current Registrations
Voya Retirement Advisors, LLC
April 2024 - Present · 2 yrs
Voya Financial Partners, LLC
March 2024 - Present · 2 yrs 1 mo
Voya Financial Partners, LLCBroker
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Mutual of Omaha Investor Services, INC.
August 2022 - November 2023 · 1 yr 3 mos
Mutual of Omaha Investor Services, INC.Broker
August 2022 - November 2023 · 1 yr 3 mos
Ldi-Map LLC
March 2022 - July 2022 · 4 mos
CUNA Brokerage Services, INC.
July 2015 - July 2021 · 6 yrs
CUNA Brokerage Services, INC.Broker
April 2013 - July 2021 · 8 yrs 3 mos
CUNA Brokerage Services, INC.
April 2013 - June 2015 · 2 yrs 2 mos
Ing Financial Advisers, LLCBroker
May 2006 - April 2013 · 6 yrs 11 mos
Ing Financial Advisers, LLC
May 2006 - April 2013 · 6 yrs 11 mos
Bisys Fund Services Limited PartnershipBroker
September 2005 - May 2006 · 8 mos
Ing Financial Partners, INC.Broker
May 2003 - September 2005 · 2 yrs 4 mos
Ing Financial Partners, INC
May 2003 - September 2005 · 2 yrs 4 mos
Wachovia Securities, INC.
June 2002 - May 2003 · 11 mos
Wachovia Securities, INC.Broker
June 2002 - May 2003 · 11 mos
Wachovia Securities, INC.
January 2002 - June 2002 · 5 mos
Wachovia Securities, INC.Broker
July 2000 - June 2002 · 1 yr 11 mos
State Registrations1 state
GA
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.
Christopher Phillips - Financial Advisor | TrueAdvisor