William George Zimmerman

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

• 04/2016 → 11/2016
  Fidelity Brokerage Services Llc
  West Hartford, CT
• 12/2016 → 03/2025
  Royal Alliance Associates, Inc.
  New York, NY
• 03/2025 → 04/2025
  Unemployed
  Enfield, CT
• 04/2025 → Present
  Voya Financial Advisors
  Enfield, CT

Previous Registrations

• 2016-12-08 → 2025-04-02
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2016-06-03 → 2016-11-25
  Strategic Advisers Llc
  West Hartford, CT
• 2004-08-27 → 2005-12-31
  Tower Square Securities, Inc.
  Hartford, CT
• 2001-08-27 → 2004-08-26
  Citigroup Global Markets Inc.
  Hartford , CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-20
• S63 Uniform Securities Agent State Law Examination
  1990-10-02

Other Names

• William G Zimmerman