Steven R Forrest
Investment adviser representative at Voya Financial Advisors, Inc.
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Voya Financial Advisors, Inc.Mar 2025 to now
- Voya Financial Partners, LLCMar 2025 to now
- Nj Army National GuardDec 2009 to now
- Bank of America, N.A.Jan 2013 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2012 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6142958
- Firm CRD
- 2882