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Poojit Sudarshan Ravikumar

Voya Financial Advisors, Inc.

Boston, MA

Charlotte , NC

CRD 7425358

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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
IL RA APPROVED 2024-05-24
NC RA APPROVED 2024-05-13
  • IL RA
    APPROVED
    Since 2024-05-24
  • NC RA
    APPROVED
    Since 2024-05-13

Branch Locations

121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States

Charlotte , NC • 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
The Vanguard Group, Inc. Charlotte NC 08/2021 04/2023
Self Employed Birmingham AL 01/2019 07/2021
Deposco Alpharetta GA 01/2019 07/2019
Fulfyld Huntsvillle AL 10/2017 12/2018
Lexmark Los Angeles CA 06/2012 10/2017
Vanguard Marketing Corporation Charlotte NC 08/2021 04/2023
Vanguard Advisers, Inc. Charlotte NC 10/2021 04/2023
Massmutual Life Insurance Co Charlotte NC 05/2023 04/2024
Mml Investors Services, Llc Charlotte NC 05/2023 04/2024
Voya Financial Advisors Charlotte NC 05/2024 Present
  • 08/2021 → 04/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2019 → 07/2021
    Self Employed
    Birmingham, AL
  • 01/2019 → 07/2019
    Deposco
    Alpharetta, GA
  • 10/2017 → 12/2018
    Fulfyld
    Huntsvillle, AL
  • 06/2012 → 10/2017
    Lexmark
    Los Angeles, CA
  • 08/2021 → 04/2023
    Vanguard Marketing Corporation
    Charlotte, NC
  • 10/2021 → 04/2023
    Charlotte, NC
  • 05/2023 → 04/2024
    Massmutual Life Insurance Co
    Charlotte, NC
  • 05/2023 → 04/2024
    Charlotte, NC
  • 05/2024 → Present
    Voya Financial Advisors
    Charlotte, NC
Previous Registrations
Other Businesses

RENTAL PROPERTY POSITION: Landlord NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: Charlotte NC 28203, United States DESCRIPTION: Maintain condition of rental.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
  • S66 Uniform Combined State Law Examination
    2021-10-15
Other Names
  • Poojit Ravikumar

View on SEC IAPD

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