Stephen Paul Donella

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

• 09/2014 → Present
  Voya Financial Advisors
  Manlius, NY

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4500 PEWTER LANE BLDG #5; MANILUS; NY; 13104; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/3/2013; 1; 1; SALES OF FIXED INSURANCE| NAME OF ENTITY: Trinity Episcopal Church; No; 106 Chapel Street; Fayetteville; NY; 13066; Non-profit organization; Vestry Member; 6/1/2018; 3; 0; The Vestry is the church's board. Responsible for the budget, enacting/enforcing church rules and regulations. NAME OF ENTITY: Pewter Lane Associates; No; 4500 Pewter Lane Bldg. 5; Manlius; NY; 13104; Financial Services/DBA; President; 7/1/2021; 1; 0; Sale and service insurance, securities and investment products|

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-18
• S63 Uniform Securities Agent State Law Examination
  1997-03-04

Other Names

• Stephen Paul Jr Donella