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Russell D Cullivan

Voya Financial Advisors, Inc.

Plymouth, MA

Windsor, CT

CRD 2499358

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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
MA RA APPROVED 2009-12-01
  • MA RA
    APPROVED
    Since 2009-12-01

Branch Locations

Plymouth, MA • United States

One Orange Way B1S, Windsor, CT 06095 • 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
Self Employed Insurance Broker Plymouth MA 09/1992 Present
Voya Financial Advisors Plymouth MA 09/2014 Present
  • 09/1992 → Present
    Self Employed Insurance Broker
    Plymouth, MA
  • 09/2014 → Present
    Voya Financial Advisors
    Plymouth, MA
Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 27 HALYARD RD; PLYMOUTH; MA; 2360; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/21/2009; 20; 10; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:AGERA ENERGY; No; 555 PLEASANTVILLE RD; BRIARCLIFF MANOR; NY; 10510; ELECTRIC/NATURAL GAS; REFERRAL PARTNER; 5/1/2016; 1; 1; REFERR COMPANIES THAT ARE SEEKING A NEW ELECTRIC/NATURAL GAS SUPPLIER.|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-08
S63 Uniform Securities Agent State Law Examination 2009-08-21
  • S65 Uniform Investment Adviser Law Examination
    2009-11-08
  • S63 Uniform Securities Agent State Law Examination
    2009-08-21

View on SEC IAPD

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