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Timothy Michael Grace

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.

  1. Voya Retirement Advisors, LLCApr 2025 to now
  2. VoyaJan 2025 to now
  3. Voya Financial Partners, LLCJan 2025 to now
  4. Grace Bros. Trading CoDec 2019 to now
  5. Oneamerica SecuritiesJul 2015 to Jan 2025
  6. American United LifeMar 2015 to Jan 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010
  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
5645739
Firm CRD
3989
Advisor's SEC record (opens in a new tab)
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