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Samantha Angella Allen

Voya Financial Advisors, Inc.

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About Samantha Angella Allen

Samantha Angella Allen is a financial advisor at Voya Financial Advisors, Inc. Samantha is registered in Connecticut, New York, North Carolina, and Texas. Samantha has been in the financial industry since 2018 and has passed both the Series 63 and 66 exams. Samantha is also a Certified Financial Planner. Voya Financial Advisors, Inc. offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Samantha Allen 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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Samantha Allen’s Registration & Firm History

NC

02/03/2025 - Present

Voya Financial Advisors, Inc. (Charlotte NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Angella Allen.
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