Andrea Bates
Investment adviser representative at Voya Financial Advisors, Inc.
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$3.9BFirm assets
Are you Andrea Bates? 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Alb Realty TrustDec 2024 to now
- Voya Financial Advisors, Inc.Dec 2020 to now
- MML Investors Services, LLCJul 2019 to Dec 2020
- Massmutual Life Insurance CompanyMay 2019 to Dec 2020
- Voya Financial AdvisorsSep 2014 to Jun 2019
- Bates Insurance Agency, IncMar 2007 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MA, NY, TX).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 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
- 2229466
- Firm CRD
- 2882