Osaic Advisory Services
42yrs
Top advisor by experience in Windsor
23yrs
Stephen Andreotta
Financial advisor at Voya Financial Advisors
Stephen Andreotta has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Windsor, Connecticut. Stephen joined Voya Financial Advisors in 2012, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 94 advisors with offices in Windsor, and one of 91 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 71% of advisors in Windsor
OfficeOne Orange Way, C4-S, Windsor, CT 06095
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$236,678
Advisors at the firm745
States licensed ?2 states
Services through Voya Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowVoya Financial Advisors, Inc.Current firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Voya Financial Advisors at (800) 356-2906 and ask for Stephen Andreotta. Stephen works from the Windsor, CT office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2003, about 23 years. More experience than 71% of advisors in Windsor.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Voya Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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