Daniel Joseph Lattarulo

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

• 03/2016 → 05/2017
  Tull Financial Group Inc.
  Chesapeake, VA
• 07/2017 → 05/2018
  Morgan Stanley
  Virginia Beach, VA
• 07/2017 → 05/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → 07/2020
  Suntrust Investment Services, Inc
  Norfolk, VA
• 06/2018 → 07/2020
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 07/2020 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 12/2021 → 05/2023
  Bank Of America, N.A.
  Norfolk, VA
• 05/2023 → 12/2024
  Missionsquare Investment Services
  Washington, DC
• 05/2023 → 12/2024
  Missionsquare Retirement
  Washington, DC
• 01/2025 → Present
  Voya Financial Advisors
  Windsor, CT

Previous Registrations

• 2023-05-19 → 2025-01-13
  Missionsquare Retirement
  Washington, DC
  Norfolk, VA
• 2020-08-11 → 2023-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Williamsburg, VA
  New York, NY
  Norfolk, VA
• 2018-06-20 → 2020-07-17
  Truist Advisory Services, Inc.
  Norfolk, VA
  Norfolk, VA
• 2017-07-26 → 2018-05-22
  Morgan Stanley
  Virginia Beach, VA
• 2016-04-11 → 2017-10-16
  Tull Financial Group, Inc.
  Chesapeake, VA
• 2014-09-04 → 2016-04-04
  Ubs Financial Services Inc.
  Norfolk, VA
• 2013-08-28 → 2014-08-27
  Investors Capital Corp.
  Portsmouth, VA
  Lynnfield, MA

Exams

• S66 Uniform Combined State Law Examination
  2013-08-21

Other Names

• Dan Lattarulo