Terry Robert Kelley
Investment adviser representative at Voya Financial Advisors, Inc.
10 yearsExperience
3 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
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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
10 years in the industry.
- Voya Financial Advisors, Inc.Nov 2023 to now
- Equitable Advisors, LLCOct 2019 to Nov 2023
- AXA Advisors LLCOct 2019 to Jun 2020
- Horace Mann Educators CorpAug 2019 to Oct 2019
- Self EmployedFeb 2019 to Aug 2019
- JP Morgan Securities, LLCApr 2017 to Feb 2019
- JP Morgan/chase BankApr 2017 to Feb 2019
- Western SouthernOct 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (NY, OH, 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
- 4528232
- Firm CRD
- 2882