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Benjamin Balkaran

Voya Financial Advisors, Inc.

Melville, NY

CRD 7316908

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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
NY RA APPROVED 2022-05-06
  • NY RA
    APPROVED
    Since 2022-05-06

Branch Locations

One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • 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
University At Buffalo Buffalo NY 08/2015 05/2019
Cdl Islandia NY 07/2017 02/2020
Optum Farmington NY 06/2020 11/2020
T. Ben Balkaran Melville NY 11/2020 Present
Unemployed Merrick NY 03/2020 05/2020
Voya Financial Advisors, Inc. Melville NY 11/2020 Present
  • 08/2015 → 05/2019
    University At Buffalo
    Buffalo, NY
  • 07/2017 → 02/2020
    Cdl
    Islandia, NY
  • 06/2020 → 11/2020
    Optum
    Farmington, NY
  • 11/2020 → Present
    T. Ben Balkaran
    Melville, NY
  • 03/2020 → 05/2020
    Unemployed
    Merrick, NY
  • 11/2020 → Present
    Melville, NY
Other Businesses

NAME OF ENTITY:T. Ben Balkaran; Yes; One Huntington Quadrangle Ste 1C01; Melville; NY; 11747; Administrative Support; Administrative Assistant; 11/24/2020; 160; 130; Answering phone call, generating paperwork, and filing|NAME OF ENTITY: Benjamin Balkaran; Yes; 1 Huntington Quadrangle Suite 1C01; Melville; NY; 11747; Fixed Insurance Sales; Independent Insurance Agent; 9/19/2022; 160; 160; Sale of Fixed Insurance Products|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2022-02-18

View on SEC IAPD

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