Nicolas Souffrant

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

• 11/2015 → 02/2019
  Citizens Bank
  Chestnut Hill, MA
• 11/2015 → 02/2019
  Citizens Securities, Inc
  Chestnut Hill, MA
• 02/2019 → 11/2021
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 02/2019 → 11/2021
  J.P. Morgan Securities Llc
  Boston, MA
• 11/2021 → 11/2025
  Fidelity Investments
  Westwood, MA
• 03/2025 → 11/2025
  Fidelity Investments
  Boston, MA
• 11/2025 → Present
  Voya Financial Advisors
  Boston, MA

Previous Registrations

• 2025-03-31 → 2025-11-20
  Strategic Advisers Llc
  Malden, MA
  Boston, MA
  Westwood, MA
• 2021-12-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westwood, MA
• 2019-03-12 → 2021-11-05
  J.P. Morgan Securities Llc
  Boston, MA
  Brookline, MA
  Lynnfield, MA
• 2016-01-07 → 2019-02-11
  Citizens Securities, Inc.
  Boston, MA
  Woburn, MA
  Burlington, MA
  Boston, MA
  Newton, MA
  Chestnut Hill, MA
• 2012-12-19 → 2015-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

Rental Property POSITION: landlord NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: Malden MA 02148, United States DESCRIPTION: upkeep of property

Exams

• S66 Uniform Combined State Law Examination
  2012-12-18
• S63 Uniform Securities Agent State Law Examination
  2005-11-02

Other Names

• Nicolas Souffrant
• Nicolas Souffrant
• Nicolas Souffrant
• Nicolas Souffrant
• Nicolas J Souffrant
• Nicoles Souftrant
• Nicholas Souffrant