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Dexter Cumberbatch

Advisor at Voya Retirement Advisors, LLC

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Firm

Voya Retirement Advisors, LLC

Location

Phoenix, AZ

Credentials

Series 66

Industry experience

15 years

About

Dexter Cumberbatch is a financial advisor with Voya Retirement Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones, Amazon, and Uber. Outside of finance, he is involved in two businesses: CactusHabit, LLC, which sells insulated water bottles, and Birdfly, LLC, a technology services company developing a travel application. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans, using models from Edelman Financial Engines and Morningstar Investment Management to deliver personalized asset allocations and income forecasts. The firm manages approximately $30.9 billion in discretionary assets and offers features such as discretionary rebalancing and income-focused capabilities within an integrated platform under the broader Voya Financial group.

Client services

Based on Voya Retirement Advisors, LLC

Portfolio management Pension consulting

Expertise

Based on Voya Retirement Advisors, LLC

General retirement planning Retirement income strategy Income planning Annuities

Demographic focus

Based on Voya Retirement Advisors, LLC

Approaching retirement Retired

Fee options

Percentage

$0+: Up to 0.60% annually, varies by plan and asset breakpoints, can be single flat tier or multi-tiered with negotiated breakpoints (confidential) $0+: Up to 0.25% annually for 3(21) and 3(38) plan sponsor services, fee negotiated and generally will not exceed this amount

Other

Minimum fee: Platform fee is a per participant fixed dollar fee annual charge negotiated between plan sponsors and VRA, ranging from $0 to $6.00 annually. Fee-only: Platform fees and asset-based fees for Professional Management program; fees are deducted from retirement plan accounts monthly or quarterly.

Location

Phoenix, AZ

Most active in

Arizona · California

Work history

Uber

2024 - 2024 (1 year)

Voya Financial Partners, LLC

2022 - Present (4 years)

Voya Retirement Advisors, LLC

2022 - Present (4 years)

Birdfly, LLC

2022 - Present (4 years)

Voya

2022 - Present (4 years)

CactusHabit, LLC

2022 - Present (4 years)

Amazon

2022 - 2022 (1 year)

Bank Of America, N.A.

2016 - 2022 (6 years)

Merrill

2016 - 2022 (6 years)

Edward Jones

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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