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Chantal Danielle Rascon

Voya Financial Advisors, Inc.

Davie, FL

Windsor, CT

CRD 7165192

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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 2024-06-18
CT RA APPROVED 2024-06-17
NY RA APPROVED 2024-06-17
TX RA APPROVED 2024-06-17
  • FL RA
    APPROVED
    Since 2024-06-18
  • CT RA
    APPROVED
    Since 2024-06-17
  • NY RA
    APPROVED
    Since 2024-06-17
  • TX RA
    APPROVED
    Since 2024-06-17

Branch Locations

Davie, FL • 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
Axa Advisors, Llc New York NY 06/2019 11/2019
Unemployed San Antonio TX 04/2017 05/2019
Unemployed Marrero LA 02/2017 03/2017
Marrero Middle School Marrero LA 07/2016 01/2017
Citi Bank San Antonio TX 02/2020 07/2020
Fidelity Investments San Antonio TX 07/2020 06/2024
Voya Financial Advisors Windsor CT 06/2024 Present
The Melbean Coffee Shop Hollywood FL 12/2025 Present
  • 06/2019 → 11/2019
    Axa Advisors, Llc
    New York, NY
  • 04/2017 → 05/2019
    Unemployed
    San Antonio, TX
  • 02/2017 → 03/2017
    Unemployed
    Marrero, LA
  • 07/2016 → 01/2017
    Marrero Middle School
    Marrero, LA
  • 02/2020 → 07/2020
    Citi Bank
    San Antonio, TX
  • 07/2020 → 06/2024
    Fidelity Investments
    San Antonio, TX
  • 06/2024 → Present
    Voya Financial Advisors
    Windsor, CT
  • 12/2025 → Present
    The Melbean Coffee Shop
    Hollywood, FL
Previous Registrations
  • 2020-10-30 → 2024-06-14
    Fidelity Personal And Workplace Advisors
    San Antonio, TX
Other Businesses

SAN ANTONIO TX RENTAL PROPERTY POSITION: Home Owner NATURE: rental property to receive income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2025 ADDRESS: San Antonio TX 78023, United States DESCRIPTION: Home owner, a property management teams manages the property THE MELBEAN COFFEE SHOP POSITION: Owner NATURE: business owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2025 ADDRESS: 1739 Tyler St., Hollywood FL 33020, United States DESCRIPTION: oversight along with the other owners of the production, hiring, restocking, etc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-03
  • S66 Uniform Combined State Law Examination
    2020-09-03
Designations
  • Certified Financial Planner
Other Names
  • Chantal Danielle Rascon
  • Chantal Danielle Chambers
  • Chantal Rascon

View on SEC IAPD

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