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Heidi Lynn Schiller

Voya Retirement Advisors, LLC

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About Heidi Lynn Schiller

Heidi Schiller has been in the financial services industry for over 20 years. Heidi is an Investment Advisor Representative for Voya Retirement Advisors, LLC. Heidi holds the Series 63, Series 65, and Series 66 licenses. Heidi was previously registered with Morgan Stanley DW Inc. Heidi has been with Voya Retirement Advisors, LLC since 2014. Heidi's focus is on providing financial advice to individuals and businesses.

Firm Information

Heidi Schiller is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heidi Schiller’s Registration & Firm History

MI

09/28/2010 - Present

Voya Retirement Advisors, LLC (Lansing MI)

MI

09/09/2002 - 10/11/2016

VOYA RETIREMENT ADVISORS, LLC (Lansing MI)

NY

01/01/2001 - 06/28/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/06/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi Lynn Schiller.
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