Clare Ann Daily

Employer firm

Voya Retirement Advisors, LLC CRD 3989

$37.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 08/2016 → 04/2017
  Unemployed
  Dallas, TX
• 04/2017 → 10/2018
  Icma-Rc
  Washington, DC
• 10/2018 → 12/2019
  National Life Group
  Montpelier, VT
• 10/2018 → 12/2019
  Equity Services Inc
  Montpelier, VT
• 12/2019 → 01/2021
  Unemployed
  Fallbrook, CA
• 03/2021 → 12/2022
  Plan Solutions Collective
  Dallas, TX
• 03/2023 → Present
  Voya
  Dallas, TX
• 03/2023 → Present
  Voya Financial Partners, Llc
  Dallas, TX

Previous Registrations

• 2021-08-31 → 2023-01-05
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Dallas, TX
  Dallas, TX
  Palm Beach Gardens, FL
• 2013-05-21 → 2014-03-27
  Valic Financial Advisors, Inc.
  Addison, TX
• 2011-01-03 → 2013-04-25
  Voya Financial Advisors, Inc.
  Dallas, TX
• 2010-06-02 → 2011-01-03
  Voya Financial Partners, Llc
  Addison, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-06-01
• S63 Uniform Securities Agent State Law Examination
  2008-05-11

Other Names

• Clare Ann Ronaghan