Steven R Forrest

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

• 12/2012 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 12/2009 → Present
  Nj Army National Guard
  Mount Holly, NJ
• 01/2013 → 03/2025
  Bank Of America, N.A.
  Pennington, NJ
• 03/2025 → Present
  Voya Financial Advisors
  Marlton, NJ
• 03/2025 → Present
  Voya Financial Partners, Llc
  Marlton, NJ

Previous Registrations

• 2013-02-01 → 2025-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Mount Laurel, NJ
  Mount Laurel, NJ
  Pennington, NJ
  Iselin, NJ
  Jacksonville, FL
  Mount Laurel, NJ
  Chandler, AZ

Other Businesses

NJ ARMY NATIONAL GUARD POSITION: Company Commander NATURE: I am a commissioned officer of the United States Army, serving in a traditional Guardsman role with the NJ Army National Guard. This is a part-time obligation. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2009 ADDRESS: 1670 Route 38 East, Mount Holly NJ 08060, United States DESCRIPTION: Senior leader responsible for 140 member military unit.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-31

Other Names

• Steven Robert Forrest