CM
ChFC
CM
ChFC

Christopher Donald Mathys

18 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
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
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Location

One Orange Way, Windsor, CT, 06095

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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.

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Employment History
Current Registrations
Voya Retirement Advisors, LLC
June 2024 - Present · 1 yr 8 mos
Voya Financial Partners, LLC
April 2024 - Present · 1 yr 10 mos
Voya Financial Partners, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Global Retirement Partners LLC
July 2023 - October 2024 · 1 yr 3 mos
LPL Financial LLCBroker
July 2023 - April 2024 · 9 mos
Voya Financial Partners, LLCBroker
January 2018 - June 2023 · 5 yrs 5 mos
Cetera Investment Services LLCBroker
April 2016 - December 2017 · 1 yr 8 mos
Nationwide Investment Services CorporationBroker
November 2005 - May 2014 · 8 yrs 6 mos
State Registrations2 states
CTOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.