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Kellie Patrice Desrosiers

Voya Financial Advisors, Inc.

Ponte Vedra Beach, FL

Windsor, CT

CRD 4538039

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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:

Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-04-27
CT RA APPROVED 2012-01-09
TX RA APPROVED 2012-01-09
  • FL RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2012-01-09
  • TX RA
    APPROVED
    Since 2012-01-09

Branch Locations

Ponte Vedra Beach, FL • United States

One Orange Way, C4-S, Windsor, CT 06095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Windsor CT 09/2014 Present
  • 09/2014 → Present
    Voya Financial Advisors
    Windsor, CT
Other Businesses

NAME OF ENTITY: RODAN & FIELDS; NO; 111 MAIDEN LANE STE 400; SAN FRANCISCO; CA; 94108; SALES; ACCOUNT EXECUTIVE; 2/22/2012; 4; 0; DEMONSTRATE AND SELL SKINCARE PRODUCTS| KD INSPIRES, LLC POSITION: Owner NATURE: a company that provides tools and resources to help motivate and inspire others. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2024 ADDRESS: 381 outlook dr, Ponte Vedra FL 32081, United States DESCRIPTION: owner of company JUNIOR ACHIEVEMENT, NORTH FLORIDA POSITION: Board Member NATURE: Board member responsible for advancing the mission of Junior Achievement within N. Florida region INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2025 ADDRESS: 4049 Woodcock Dr, #200, Jacksonville FL 32207, United States DESCRIPTION: regular meetings to discuss goals and objectives for region Attend events held by JA NF Promote events in effort to raise awareness for JA NF

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-01
S63 Uniform Securities Agent State Law Examination 2003-06-11
  • S66 Uniform Combined State Law Examination
    2011-09-01
  • S63 Uniform Securities Agent State Law Examination
    2003-06-11
Other Names
  • Kellie Patrice Gregory
  • Kellie Patrice Gregory

View on SEC IAPD

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