Bret Contreras

Voya Retirement Advisors, LLC

20 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

Pine Bush, NY

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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

Bret is a board member for Pine Bush Little League since September 2024, dedicating minimal time. This activity is not investment-related.

Employment History

Current Registrations

Voya Retirement Advisors, LLC

July 2023 - Present · 2 yrs 7 mos

Voya Financial Partners, LLCBroker

June 2021 - Present · 4 yrs 8 mos

Voya Financial Partners, LLC

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Voya Financial Partners, LLC

June 2021 - July 2023 · 2 yrs 1 mo

Lord, Abbett & CO. LLC

March 2005 - June 2021 · 16 yrs 3 mos

Lord Abbett Distributor LLCBroker

January 2005 - May 2021 · 16 yrs 4 mos

State Registrations12 states

CTDEFLMAMDMSNJNYPARIVAVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.