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William Steele

Voya Financial Advisors, Inc.

Boston, MA

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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-01
NY RA APPROVED 2026-05-01
TX RA APPROVED 2026-04-20
  • MA RA
    APPROVED
    Since 2026-05-01
  • NY RA
    APPROVED
    Since 2026-05-01
  • TX RA
    APPROVED
    Since 2026-04-20

Branch Locations

121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • 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
Unemployed Colchester VT 06/2016 08/2018
Nbt Bank Burlington VT 05/2019 08/2019
Skidmore College Saratoga Springs NY 08/2019 06/2020
Silverlake Wealth Management Williston VT 06/2020 08/2020
Skidmore College Saratoga Springs NY 08/2020 06/2021
Wilcenski & Pleat Law Clifton Park NY 06/2021 12/2021
Skidmore College Saratoga Springs VT 12/2021 06/2022
Unemployed Colchester VT 06/2022 09/2022
Fidelity Investments Smithfield RI 09/2022 12/2023
Skidmore College Saratoga Springs NY 08/2018 06/2019
Fidelity Investments Boston MA 12/2023 04/2026
Voya Financial Advisors Boston MA 04/2026 Present
  • 06/2016 → 08/2018
    Unemployed
    Colchester, VT
  • 05/2019 → 08/2019
    Nbt Bank
    Burlington, VT
  • 08/2019 → 06/2020
    Skidmore College
    Saratoga Springs, NY
  • 06/2020 → 08/2020
    Silverlake Wealth Management
    Williston, VT
  • 08/2020 → 06/2021
    Skidmore College
    Saratoga Springs, NY
  • 06/2021 → 12/2021
    Wilcenski & Pleat Law
    Clifton Park, NY
  • 12/2021 → 06/2022
    Skidmore College
    Saratoga Springs, VT
  • 06/2022 → 09/2022
    Unemployed
    Colchester, VT
  • 09/2022 → 12/2023
    Fidelity Investments
    Smithfield, RI
  • 08/2018 → 06/2019
    Skidmore College
    Saratoga Springs, NY
  • 12/2023 → 04/2026
    Fidelity Investments
    Boston, MA
  • 04/2026 → Present
    Voya Financial Advisors
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2026-04-14
    Strategic Advisers Llc
    Quincy, MA
    Quincy, MA
    Smithfield, RI
    Boston, MA
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-03
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2024-01-03
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • William Michael Steele
  • William Steele

View on SEC IAPD

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