Mark Edward Rosier

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → 02/2017
  Source Capital Group
  Westport, CT
• 09/2003 → 02/2017
  Source Capital Management
  Westport, CT
• 03/2017 → 02/2018
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2017 → 02/2018
  Regions Bank
  Tallahassee, FL
• 03/2017 → 02/2018
  Cetera Investment Advisers Llc
  Tallahassee, FL
• 03/2018 → 12/2023
  Lpl Financial Llc
  Fleming Island, FL
• 02/2018 → 12/2023
  Vystar Credit Union
  Fleming Island, FL
• 12/2023 → Present
  Voya Financial Advisors
  Windsor, CT

Previous Registrations

• 2018-04-09 → 2023-11-27
  Lpl Financial Llc
  Orange City, FL
  Port Orange, FL
  Jacksonville, FL
  Ormond Beach, FL
  Daytona Beach, FL
  Deland, FL
  Jacksonville, FL
  Jacksonville, FL
• 2017-03-23 → 2018-02-07
  Cetera Investment Advisers Llc
  Tallahassee, FL
• 2006-10-17 → 2017-07-24
  Source Capital Group, Inc.
  Westport, CT
  Tallahassee, FL
  Tallahassee, FL
  Westport, CT
  Westport, CT
• 2017-02-28 → 2017-04-19
  Trust Advisory Group Ltd
  Tallahassee, FL
• 2003-09-02 → 2006-10-17
  Source Capital Management
  Westport, CT
  Tallahassee, FL
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-11
• S63 Uniform Securities Agent State Law Examination
  1994-06-17