Brad Damien Marzano

Voya Retirement Advisors, LLC

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Voya Retirement Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

132 advisors

Number of Clients

6,944 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$30.9B

Fee Structure

Financial Planning:Investment management only

Location

1100 Superior Ave., Suite 1350, Cleveland, OH, 44114

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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.

Other Business Activities

Brad operates under Oswald Financial, Inc. as a DBA for his LPL business and as a Registered Investment Advisor Hybrid. He also provides administrative support to Global Retirement Partners, an independent investment advisor firm, dedicating nearly full-time hours to each activity.