Daniel Joseph Lattarulo
Investment adviser representative at Voya Financial Advisors, Inc.
10 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
10 years in the industry.
- Voya Financial Advisors, Inc.Jan 2025 to now
- Missionsquare Investment ServicesMay 2023 to Dec 2024
- Missionsquare RetirementMay 2023 to Dec 2024
- Bank of America, N.A.Dec 2021 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to May 2023
- Suntrust Advisory Services, IncJun 2018 to Jul 2020
- Suntrust Investment Services, IncJun 2018 to Jul 2020
- Morgan StanleyJul 2017 to May 2018
- Morgan Stanley Private Bank, National AssociationJul 2017 to May 2018
- Tull Financial Group Inc.Mar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6187703
- Firm CRD
- 2882