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Patrick S. Leary

Voya Financial Advisors, Inc.

Boston, MA

CRD 7834037

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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:

Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
NY RA APPROVED 2026-06-03
TX RA APPROVED 2026-06-03
  • MA RA
    APPROVED
    Since 2026-06-09
  • NY RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED
    Since 2026-06-03

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
Newburyport Lighting Newburyport MA 09/2019 11/2023
Newburyport Highschool Newburyport MA 07/2014 08/2019
Loyola University Maryland Baltimore MD 09/2019 09/2023
Voya Financial Advisors Boston MA 04/2026 Present
Fidelity Investments Merrimack NH 11/2023 03/2026
  • 09/2019 → 11/2023
    Newburyport Lighting
    Newburyport, MA
  • 07/2014 → 08/2019
    Newburyport Highschool
    Newburyport, MA
  • 09/2019 → 09/2023
    Loyola University Maryland
    Baltimore, MD
  • 04/2026 → Present
    Voya Financial Advisors
    Boston, MA
  • 11/2023 → 03/2026
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2024-02-21
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2024-02-21
Other Names
  • Patrick Stephen Leary
  • Patrick Leary

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

More in Boston, MA

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