Best Investors Account Sign in

Matthew C. Heinlein

Voya Financial Advisors, Inc.

Boston, MA

Claim This Profile
Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • 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
Fidelity Investments Smithfield RI 01/2025 12/2025
Stop And Shop Southbury CT 05/2021 08/2021
New York Life White Plains NY 06/2022 08/2022
Unemployed Newtown CT 05/2020 08/2020
Uconn Mail Services Storrs CT 08/2021 05/2024
New York Life White Plains NY 06/2023 08/2023
Unemployed Southbury CT 06/2024 12/2024
University Of Connecticut Storrs CT 08/2020 06/2024
Newtown Public Schools Newtown CT 01/2014 05/2020
Voya Financial Advisors Boston MA 01/2026 Present
  • 01/2025 → 12/2025
    Fidelity Investments
    Smithfield, RI
  • 05/2021 → 08/2021
    Stop And Shop
    Southbury, CT
  • 06/2022 → 08/2022
    New York Life
    White Plains, NY
  • 05/2020 → 08/2020
    Unemployed
    Newtown, CT
  • 08/2021 → 05/2024
    Uconn Mail Services
    Storrs, CT
  • 06/2023 → 08/2023
    New York Life
    White Plains, NY
  • 06/2024 → 12/2024
    Unemployed
    Southbury, CT
  • 08/2020 → 06/2024
    University Of Connecticut
    Storrs, CT
  • 01/2014 → 05/2020
    Newtown Public Schools
    Newtown, CT
  • 01/2026 → Present
    Voya Financial Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-28
S63 Uniform Securities Agent State Law Examination 2025-04-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-28
  • S63 Uniform Securities Agent State Law Examination
    2025-04-02
Other Names
  • Matthew Heinlein

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor