Paul Robert Samuelson
Investment adviser representative at Voya Financial Advisors, Inc.
12 yearsExperience
4 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
Are you Paul Robert Samuelson? 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
12 years in the industry.
- Voya Financial Advisors, Inc.Feb 2024 to now
- Voya FinancialJan 2024 to now
- Bank of America N.A.Jun 2020 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Jan 2024
- Pruco Securities, LLCApr 2017 to Mar 2020
- The Prudential Insurance Company of AmericaApr 2017 to Mar 2020
- Valic Financial Advisors, IncAug 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (CT, 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
- 4125683
- Firm CRD
- 2882