Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
4yrs
William Steele
Financial advisor at Voya Financial Advisors
William Steele is a fiduciary financial advisor in Boston, Massachusetts, with 4 years in the industry. William joined Voya Financial Advisors in 2026, after a year at Strategic Advisers and a year at Fidelity Personal and Workplace Advisors. Voya Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office121 Seaport Boulevard 11th Floor, Boston, MA 02210
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 ?1 state
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
- Apr 2026 – nowVoya Financial Advisors, Inc.Current firm
- Mar 2025 – Apr 2026Strategic Advisers LLCPreviously
- Jan 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask William
Tailored to William’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Voya Financial Advisors at 1-800-356-2906 and ask for William Steele. William works from the Boston, MA office.
How long has William been a financial advisor?
William has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William 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 William 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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