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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 2025-03-12
CT RA APPROVED 2025-03-11
NY RA APPROVED 2025-03-11
  • FL RA
    APPROVED
    Since 2025-03-12
  • CT RA
    APPROVED
    Since 2025-03-11
  • NY RA
    APPROVED
    Since 2025-03-11

Branch Locations

Tully, NY • 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
Pfs Investments Inc. Whitesboro NY 09/2020 02/2025
Primerica Financial Services Whitesboro NY 07/2020 02/2025
Ithaca College Ithaca NY 08/2003 05/2020
Tully Building Supply Tully NY 09/2019 12/2019
Jab Express Syracuse NY 09/2018 12/2018
Aero Snow Removal Syracuse NY 11/2019 03/2020
Tully Building Supply New York NY 10/2021 11/2022
Aero Snow Removal, Llc Westbury NY 11/2021 03/2022
Royal Pools Tully NY 06/2022 11/2024
Voya Financial Advisors Windsor CT 03/2025 Present
  • 09/2020 → 02/2025
    Whitesboro, NY
  • 07/2020 → 02/2025
    Primerica Financial Services
    Whitesboro, NY
  • 08/2003 → 05/2020
    Ithaca College
    Ithaca, NY
  • 09/2019 → 12/2019
    Tully Building Supply
    Tully, NY
  • 09/2018 → 12/2018
    Jab Express
    Syracuse, NY
  • 11/2019 → 03/2020
    Aero Snow Removal
    Syracuse, NY
  • 10/2021 → 11/2022
    Tully Building Supply
    New York, NY
  • 11/2021 → 03/2022
    Aero Snow Removal, Llc
    Westbury, NY
  • 06/2022 → 11/2024
    Royal Pools
    Tully, NY
  • 03/2025 → Present
    Voya Financial Advisors
    Windsor, CT
Previous Registrations
  • 2023-02-02 → 2025-03-04
    Whitesboro, NY
    Skaneateles, NY
    Syraucse, NY
    Gallatin, TN
Other Businesses

PEN TRAVELS POSITION: author NATURE: As an author, I occasionally write books. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2014 ADDRESS: 4210 Octagon Rd, Tully NY 13159, United States DESCRIPTION: I am the author.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-08
S63 Uniform Securities Agent State Law Examination 2020-10-13
  • S65 Uniform Investment Adviser Law Examination
    2022-11-08
  • S63 Uniform Securities Agent State Law Examination
    2020-10-13

View on SEC IAPD

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