Robert Laferriere

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

• 11/2014 → 02/2017
  Lpl Financial
  Albany, NY
• 11/2014 → 02/2017
  Sefcu
  Albany, NY
• 02/2017 → Present
  Voya Financial Advisors, Inc.
  Latham, NY

Previous Registrations

• 2014-12-12 → 2017-02-07
  Lpl Financial Llc
  Albany, NY
  Albany, NY
  East Greenbush, NY
  Schodack, NY
• 2013-10-30 → 2014-12-12
  Securities America Advisors, Inc.
  Albany, NY

Other Businesses

LAFERRIERE FINANCIAL POSITION: Owner NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/17/2019 ADDRESS: 125 Wolf Rd, Suite 402, Albany NY 12205, United States DESCRIPTION: SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS. INDEPENDENT INSURANCE AGENT POSITION: Independent insurance agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/06/2017 ADDRESS: 125 Wolf Road, Suite 402, Albany NY 12205, United States DESCRIPTION: sale of fixed insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-26

Designations

• Certified Financial Planner