CM
ChFC
CM
ChFC

Christopher Mathys

18 Years of Experience
Broker

Christopher Mathys is a ChFC-designated registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 18 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.

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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 10 mos
Voya Financial Partners, LLC
April 2024 - Present · 2 yrs
Voya Financial Partners, LLCBroker
April 2024 - Present · 2 yrs
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

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.