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Voya Financial Advisors, Inc. CRD 2882
$3.87B regulatory AUM 120 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-11 |
Branch Locations
1600 Division St Suite 610, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilton Head Island | SC | 09/2016 | 09/2020 |
| Bank Of America, N.A. | Hilton Head Island | SC | 12/2016 | 09/2020 |
| Voya Financial Advisors, Inc. | Bluffton | SC | 01/2021 | Present |
| Unemployed | Bluffton | SC | 09/2020 | 12/2020 |
NAME OF ENTITY: Independent Insurance Agent; Yes; 62 Sugar Maple Street; Bluffton; SC; 29910; Fixed Insurance Sales; Independent Insurance Agent; 5/27/2021; 20; 20; Sales of fixed insurance products|NAME OF ENTITY:Real Estate Agent; No; 62 Sugar Maple Street; Bluffton; SC; 29910; Purchase and refurbish homes for resale to public; Real Estate Agent; 7/1/2021; 2; 0; List and sell refurbished homes| REAL ESTATE POSITION: Real Estate Agent NATURE: Purchase and sell homes for resale to public INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 62 Sugar Maple Street, Bluffton SC 29910, United States DESCRIPTION: Purchase and sell refurbished and newly constructed homes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2016-04-08 |
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