AI
Anthony T. Izzo
VOYA FINANCIAL ADVISORS
Melville, NY 11747
Some features on this profile are disabled
CRD#: 1151475
AI
Professional summary
Anthony Thomas Izzo, who also goes by Anthony T Izzo, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Melville, New York.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Anthony has worked at 3 firms and has passed the Series 63, SIE and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony T Izzo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY:ANTHONY IZZO & ASSOCIATES; Yes; 1 HUNTINGTON QUADRANGLE; MELVILLE; NY; 11747; DBA FOR SECURITIES; DBA; 2/1/2012; 160; 160; DBA FOR THE MARKETING OF INSURANCE AND INVESTMENTS OFFERED THROUGH INGFP - BROKER-DEALER|NAME OF ENTITY:ANTHONY IZZO-RENTAL PROPERTY; No; 192 SEASHORE DR N; North Topsail Beach; NC; 28460; RENTAL PROPERTIES; OWNER; 10/1/2010; 1; 1; RENTAL PROPERTIES collect rent|NAME OF ENTITY:Benefit Planning Corp; No; ONE HUNTINGTON QUAD STE 1C01; MELVILLE; NY; 11747; Fixed Insurance; President; 1/1/1984; 80; 0; sale of life insurance, disability, LTC|NAME OF ENTITY:Anthony Izzo; No; 602 Hampton Colony; North Topsail Beach; NC; 28460; Rental Property; Owner; 6/25/2018; 3; 0; property maintained & managed by real estate broker|NAME OF ENTITY:ANTHONY IZZO-RENTAL PROPERTY; No; 106 scotch bonnet ct.; North Topsail Beach; NC; 28460; RENTAL PROPERTY; owner; 11/1/2016; 1; 0; MAINTAIN PROPERTY, COLLECT RENT|NAME OF ENTITY:ST. JAMES RENTAL; No; 306 Drew Drive; St. James; NY; 11780; Rental property; OWNER; 7/12/2019; 2; 0; MAINTAIN PROPERTY AND COLLECT RENT|NAME OF ENTITY:406 Drew Drive, St. James, NY; No; 306 Drew Drive, St. James, NY; St. James; NY; 11780; Rental Income; Owner; 11/14/2019; 2; 0; Maintain property and collect rent|NAME OF ENTITY:707 Crystal Cove Court; No; 3 Swam Place St James NY 11780; Sneads Ferry; NC; 28460; Rental Property; Anthony and Patricia Izzo - Owner; 6/1/2020; 4; 0; Landlord|NAME OF ENTITY:2238 Island Drive; No; 3 Swan Place, St James, NY 11780; North Topsail Beach; NC; 28460; Vacation Rental Property; Owner; 3/1/2022; 2; 0; Keep Track of Rental Schedule| Rental Property POSITION: Owner NATURE: Usual to owner of property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2025 ADDRESS: North Topsail Beach NC 28460, United States DESCRIPTION: Rental property
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Thomas Izzo's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Anthony Thomas Izzo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 13, 2021 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: One Huntington Quadrangle Suite 1c01, Melville, NY 11747RIA
BD
CRD#: 2882
Melville, NY
Current
January 3, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: One Huntington Quadrangle Suite 1c01, Melville, NY 11747RIA
BD
CRD#: 2882
Melville, NY
Past
October 24, 1994 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
MELVILLE, NY
Past
October 15, 1993 - October 14, 1994
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
June 19, 1983 - October 15, 1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/6/2012)
RR
California(5/23/2022)
RR
Connecticut(1/3/2011)
RR
Delaware(4/5/2018)
RR
Florida(1/3/2011)
RR
Georgia(7/16/2025)
RR
Illinois(7/18/2025)
RR
Maryland(1/3/2011)
RR
Massachusetts(9/11/2024)
RR
Nevada(7/12/2023)
RR
New Hampshire(12/6/2016)
RR
New Jersey(1/3/2011)
RR
New York(1/3/2011)
IAR
New York(5/13/2021)
RR
North Carolina(1/3/2011)
RR
Pennsylvania(1/3/2011)
RR
South Carolina(6/23/2023)
RR
Texas(3/27/2020)
IAR
Texas(6/18/2021)
RR
Virginia(11/29/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 3/28/1980
Non-Member General Securities ExaminationSRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
