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David George Greengold

Voya Financial Advisors, Inc.

Roslyn, NY

Melville, NY

CRD 2305657

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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
TX RA APPROVED_RES 2025-07-15
NY RA APPROVED 2021-05-13
  • TX RA
    APPROVED_RES
    Since 2025-07-15
  • NY RA
    APPROVED
    Since 2021-05-13

Branch Locations

Roslyn, NY • United States

One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • 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
Pension Actuarial Consultants, Inc. Roslyn NY 04/1987 Present
Voya Financial Advisors Roslyn NY 09/2014 Present
  • 04/1987 → Present
    Pension Actuarial Consultants, Inc.
    Roslyn, NY
  • 09/2014 → Present
    Voya Financial Advisors
    Roslyn, NY
Other Businesses

NAME OF ENTITY:SUNSHINE DAYDREAM, LLC; No; 29 DIANA'S TRAIL; ROSLYN; NY; 11576; REAL ESTATE INVESTMENT; GENERAL PARTNER/IMMEDIATE FAMILY MEMBERS ONLY-PARTNER; 1/1/2002; 1; 0; RENTAL PROPERTY IN US VIRGIN ISLANDS. PAY BILLS, MAKE REPAIRS, COLLECT RENTAL INCOME.|NAME OF ENTITY:PENSION ACTUARIAL CONSULTANTS, INC. RETIREMENT TRUST; No; 29 DIANA'S TRAIL; ROSLYN; NY; 11576; ASSIST IN OPER.OF CO RETIREMENT TRUST FOR 401K PROFIT SHARING PLAN TO ENSURE ERISA COMPLIANCE; TRUSTEE; 11/1/1985; 2; 0; ASSIST IN OPER.OF CO RETIREMENT TRUST FOR 401K PROFIT SHARING PLAN TO ENSURE ERISA COMPLIANCE|NAME OF ENTITY:PENSION ACTUARIAL CONSULT.INC.; No; 29 DIANA TRAIL; ROSLYN; NY; 11576; ; VP/PROP; 1/1/1986; 150; 120; 3RD PARTY ADM.FOR QUALIFIED RETIREMENT PLANS - SET UP & DESIGN RETIREMENT PLANS. TEST PLANS FOR NONDISCRIMINATION COMPLIANCE. PREPARE & RECONCILE ANNUAL PLAN DATA AND TRUSTEE SUMMARY RPTS. PREPARE IRS 5500 RETURN|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-24
  • S63 Uniform Securities Agent State Law Examination
    2014-03-24

View on SEC IAPD

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