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Denis Patrick Kelleher

Voya Retirement Advisors, LLC

Windsor, CT

Marshfield, MA

CRD 3138835

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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:

Current Employers
Voya Retirement Advisors, Llc

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-10-23
  • MA RA
    APPROVED
    Since 2018-10-23

Branch Locations

One Orange Way, Windsor, CT 06095 • United States

Marshfield, MA • 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
Voya Financial Braintree MA 02/2016 Present
Voya Financial Advisors Braintree MA 02/2016 05/2018
Voya Financial Partners, Llc Marshfield MA 05/2018 Present
Voya Retirement Advisors Braintree MA 08/2018 Present
  • 02/2016 → Present
    Voya Financial
    Braintree, MA
  • 02/2016 → 05/2018
    Voya Financial Advisors
    Braintree, MA
  • 05/2018 → Present
    Voya Financial Partners, Llc
    Marshfield, MA
  • 08/2018 → Present
    Voya Retirement Advisors
    Braintree, MA
Previous Registrations
Other Businesses

1.) TOWN OF MARSHFIELD, MA- COMMUNITY PRESERVATION COMMITTEE; NO; 870 MORAINE ST, MARSHFIELD, MA; THE COMMUNITY PRESERVATION COMMITTEE REVIEWS APPLICATIONS OF TOWN PROJECTS (LIMITED SCOPE) TO DETERMINE THOSE ACCEPTABLE OF BEING PRESENTED AT TOWN MEETING FOR FUNDING; COMMITTEE MEMBER; 07/01/2018; 2HRS/MO; 0HRS/MO; THE COMMUNITY PRESERVATION COMMITTEE (CPC) REVIEWS APPLICATIONS OF PROJECTS SPECIFIC TO PRESERVING OPEN SPACE, CREATING NEW RECREATION AREAS, RESTORING HISTORIC BUILDINGS AND PLANNING FOR AFFORDABLE HOUSING TO DETERMINE THOSE ACCEPTABLE OF BEING PRESENTED AT TOWN MEETING AT WHICH TIME THE COMMUNITY VOTES TO APPROVE OR DENY FUNDING. THIS IS A VOLUNTEER, APPOINTED AND UNPAID POSITION WHICH ONLY REQUIRES 2 HOUR MONTHLY MEETING. IF I APPLY THE ULTIMATE APPOINTMENT WOULD BE APPROVED OR DENIED BY THE MARSHFIELD MA BOARD OF SELECTION. 2.) NAME OF ENTITY:Marshfield Youth Soccer; No; PO BOX 623; MARSHFIELD; MA; 2050; Soccer- Volunteer Coach; 4/9/2016; 4; 0; Coaching youth soccer for 6 year olds. 3.) Marshfield Youth Soccer BOD; No; PO BOX 623, Marshfield, MA; Volunteer position on the organization's Board of Directors; Volunteer, Position TBD; 05/2019; 4hrs/mo; 0hrs/mo; General league planning and coordination of players, volunteers and fields. 4.) Town of Marshfield- Recreation Commission; No; 870 Moraine St, Marshfield, MA; The Commission is an active board responsible to the town for providing year round high quality indoor and outdoor recreational activities for Town Residents; Committee Member; 02/01/2020; 2HRS/MO; 0HRS/MO; Coordinate recreational activity with the school department, youth groups, youth sports programs, and the senior citizens group. 5.) Marshfield High School Girls Soccer Boosters; Not investment related; 167 Forest St; Employment; Board Member and volunteer ; 0 hour per month from August to Novembre; 0 hours per month during trading hours; At Large board member. Responsibilities would be the coordination and supporting of grass root fundraising efforts and to assist in the appropriation of those funds to support the MHS Girls Soccer program .

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-08
S63 Uniform Securities Agent State Law Examination 1999-02-10
  • S65 Uniform Investment Adviser Law Examination
    2000-07-08
  • S63 Uniform Securities Agent State Law Examination
    1999-02-10

View on SEC IAPD

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