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Phyllis Rivard Miller

Voya Retirement Advisors, LLC

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About Phyllis Rivard Miller

Phyllis Rivard Miller is a financial advisor with over 30 years of experience in the industry. Phyllis is registered with Voya Retirement Advisors, LLC. Previously, Phyllis was affiliated with Voya Investments Distributor, LLC, Voya Financial Partners, LLC, Aetna Investment Services, Inc., Aetna Financial Services, Inc., and Travelers Equities Sales, Inc. Phyllis has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including individuals, corporations, and institutions. Phyllis is also a Certified Financial Planner.

Firm Information

Phyllis Miller 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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Phyllis Miller’s Registration & Firm History

CT

07/19/2023 - Present

Voya Retirement Advisors, LLC (WINDSOR CT)

CT

03/27/2018 - 03/17/2021

VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)

CT

04/17/2002 - 03/29/2018

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CT

01/12/1999 - 06/16/2000

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

05/29/1997 - 06/16/2000

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

NA

12/12/1995 - 05/20/1997

AETNA INVESTMENT SERVICES, INC.

CA

10/19/1990 - 12/19/1994

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 12/02/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Phyllis Rivard Miller. Review regulatory record here.
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