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William Whitney Fitzgerald

Investment adviser representative at Voya Financial Advisors, Inc.
13 yearsExperience
3 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

13 years in the industry.

  1. Voya Financial Advisors, Inc.Feb 2020 to now
  2. UnemployedNov 2019 to Feb 2020
  3. Northwestern Mutual Wealth Management CompanySep 2019 to Nov 2019
  4. Northwestern Mutual Investment Services LLCAug 2019 to Nov 2019
  5. Northwestern Mutual Life Insurance CompanyAug 2019 to Nov 2019
  6. R Michael CondreyJun 2019 to Jun 2019
  7. Massmutual Financial GroupMar 2013 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 3 states (CT, NY, TX).

Voya Financial Advisors, Inc.

$3.9BAssets managed
16,336Clients
720Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4752656
Firm CRD
2882
Advisor's SEC record (opens in a new tab)
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