Adrienne Marie Cavallaro

Voya Financial Advisors, INC.

16 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning

Voya Financial Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

587 advisors

Number of Clients

11,854 clients

Average Client Portfolio

$232K average

Assets Under Management

$2.7B

Fee Structure

Minimum Investment:$1K

Location

6225 Sheridan Drive, Suite 212, Williamsville, NY, 14221

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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 ActivitiesSells Insurance

Adrienne is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity. She also owns rental property and serves as Board President for The Seton Foundation, dedicating minimal time to the foundation.

Employment History

Current Registrations

Voya Financial Advisors, INC.

May 2021 - Present · 4 yrs 9 mos

Voya Financial Advisors, INC.Broker

January 2011 - Present · 15 yrs 1 mo

Previous Registrations

Ing Financial Advisers, LLCBroker

November 2009 - January 2011 · 1 yr 2 mos

State Registrations5 states

FLNCNYSCVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.