Brad Marzano is a registered investment advisor at Voya Retirement Advisors, LLC, based in Wadsworth, OH, with 15 years of industry experience. Brad 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Wadsworth, OH
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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 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.
Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.Broker
Iar Securities CORP.Broker
State Registrations2 states
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