Clare Ann Daily
Investment adviser representative at Voya Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business
Are you Clare Ann Daily? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Voya Retirement Advisors, LLCJul 2023 to now
- VoyaMar 2023 to now
- Voya Financial Partners, LLCMar 2023 to now
- Plan Solutions CollectiveMar 2021 to Dec 2022
- UnemployedDec 2019 to Jan 2021
- Equity Services IncOct 2018 to Dec 2019
- National Life GroupOct 2018 to Dec 2019
- Icma-rcApr 2017 to Oct 2018
- UnemployedAug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Voya Retirement Advisors, LLC
$37.5BAssets managed
7,672Clients
129Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2222673
- Firm CRD
- 3989