David Medina
Investment adviser representative at Voya Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Voya Retirement Advisors, LLCFeb 2025 to now
- VoyaJan 2025 to now
- Voya Financial Partners, LLCJan 2025 to now
- American United LifeSep 2017 to Jan 2025
- Oneamerica SecuritiesSep 2017 to Jan 2025
- Transamerica Investors Securities CorporationJan 2015 to Sep 2017
- Transamerica Retirement SolutionsJan 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5002637
- Firm CRD
- 3989