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Joseph Casale

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 2025-10-15
NY RA APPROVED 2025-10-06
TX RA APPROVED 2025-10-06
  • MA RA
    APPROVED
    Since 2025-10-15
  • NY RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

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
Alla Famiglia Pittsburgh PA 06/2022 07/2022
Student Albany NY 06/2018 12/2021
Unemployed Troy NY 01/2024 06/2024
Student Moon Township PA 01/2022 12/2023
Brunswick Beach Troy NY 06/2016 07/2019
Luttner Financial Group Pittsburgh PA 06/2023 07/2023
Student Troy NY 01/2014 06/2018
Fidelity Investments Westwood MA 07/2024 10/2025
Nicks On Main Troy NY 06/2021 07/2021
Fidelity Investments Boston MA 03/2025 10/2025
Voya Financial Advisors Boston MA 10/2025 Present
  • 06/2022 → 07/2022
    Alla Famiglia
    Pittsburgh, PA
  • 06/2018 → 12/2021
    Student
    Albany, NY
  • 01/2024 → 06/2024
    Unemployed
    Troy, NY
  • 01/2022 → 12/2023
    Student
    Moon Township, PA
  • 06/2016 → 07/2019
    Brunswick Beach
    Troy, NY
  • 06/2023 → 07/2023
    Luttner Financial Group
    Pittsburgh, PA
  • 01/2014 → 06/2018
    Student
    Troy, NY
  • 07/2024 → 10/2025
    Fidelity Investments
    Westwood, MA
  • 06/2021 → 07/2021
    Nicks On Main
    Troy, NY
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Voya Financial Advisors
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2025-10-10
    Strategic Advisers Llc
    Westwood, MA
    Boston, MA
    Boston, MA
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westwood, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-06
  • S66 Uniform Combined State Law Examination
    2025-02-06
Other Names
  • Joseph Anthony Casale
  • Joe Casale

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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