Steven Devine Mercer

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Voya Financial Advisors, Inc.
  Smyrna, DE

Previous Registrations

• 2011-08-29 → 2016-06-24
  Msi Financial Services, Inc.
  Plymouth Meeting, PA
  Baltimore, MD
  Smyrna, DE
  Baltimore, MD
  Plymouth Meeting, PA
  Newtown Square, PA
  Newark, DE
  Newark, DE
• 2009-11-05 → 2011-08-11
  Equitable Advisors, Llc
  Chesapeake City, MD

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 10 CORPORATE CIRCLE STE 205; NEWCASTLE; DE; 19720; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 10/11/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.|NAME OF ENTITY:Bethany Beach; No; 856a Garfield Parkway; Bethany Beach; DE; 19930; Collect Rent; Owner; 6/1/2022; 1; 1; Collect Rent|

Exams

• S66 Uniform Combined State Law Examination
  2009-11-04