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Lisa Anne Prezzano

Voya Financial Advisors, Inc.

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About Lisa Anne Prezzano

Lisa Prezzano is an Investment Advisor Representative with Voya Financial Advisors, Inc. Lisa has been in the financial industry since 2003 and has a diverse background in financial services. Lisa holds Series 6, 7, 63, and 65 licenses and the SIE exam certification. Lisa is registered to provide investment advisory services in Connecticut, Massachusetts, New York, and Texas. Lisa previously worked with ADP Broker-Dealer, Inc. in New Jersey, Investment Professionals, Inc. in Massachusetts, and Alps Distributors, Inc. in Massachusetts. Lisa has expertise in portfolio management for individuals and businesses, financial planning, and educational seminars.

Firm Information

Lisa Prezzano is currently registered with Voya Financial Advisors, Inc.. Voya Financial Advisors, Inc. is a corporation formed in 1968 and headquartered in Windsor, Connecticut. They offer financial planning, portfolio management for individuals and businesses, and educational seminars. With over 500 licensed investment advisor representatives and registered representatives, they manage approximately $3 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. They are registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Voya Financial Advisors, Inc.

ONE ORANGE WAY

WINDSOR, CT 06095

$3.05B

Assets Under Management

264

Total Clients

684

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Lisa Prezzano’s Registration & Firm History

MA

01/28/2025 - Present

Voya Financial Advisors, Inc. (Methuen MA)

NJ

01/31/2019 - 01/27/2020

ADP BROKER-DEALER, INC. (ROSELAND NJ)

NJ

03/11/2013 - 12/03/2018

ADP BROKER-DEALER, INC. (ROSELAND NJ)

MA

08/05/2011 - 12/22/2011

INVESTMENT PROFESSIONALS, INC. (TEWKSBURY MA)

MA

01/11/2006 - 08/24/2009

ALPS DISTRIBUTORS, INC. (TEWKSBURY MA)

RI

06/06/2000 - 03/30/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

11/03/1999 - 03/08/2000

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

MA

06/03/1999 - 11/03/1999

SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)

NY

07/21/1998 - 06/03/1999

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Anne Prezzano.
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