Sherry Claire Cesare

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

• 09/2014 → Present
  Voya Financial Advisors
  Melville, NY

Other Businesses

NAME OF ENTITY:LINCOLN FINANCIAL GROUP, DISTRIBUTION GATEWAY; No; 2530 PO BOX 515; CONCORD; NH; 3302; ANNUITY / LIFE INSURANCE SALES; BROKER; 7/15/2009; 1; 0; SALES OF FIXED ANNUITY & LIFE INSURANCE PRODUCTS| NAME OF ENTITY: independent insurance agent; Yes; 1 Huntington Quadrangle, Ste 1C01; Melville; NY; 11747; fixed insurance sales; Independent Insurance Agent; 9/5/2001; 5; 5; sales of fixed insurance products| NAME OF ENTITY:CESARE and ASSOCIATE; Yes; 1 HUNTINGTON QUADRANGEL STE 1C01; MELVILLE; NY; 11747; Financial Services/dba; INVESTMENT ADVISER; 5/1/2018; 160; 160; sale and service insurance, securities and investment products.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  1999-08-20

Other Names

• Sherry Claire Cesare
• Sherry Claire Pumar
• Sherry Claire Cesare-Pumar
• Sherry Claire Cesare-Pumar