Chad Galvan
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 2024 to now
- Blankinship & Foster, LLCApr 2022 to Jan 2024
- Gwfs Equities, Inc.Dec 2021 to Mar 2022
- N/aJun 2021 to Nov 2021
- Dash InvestmentsSep 2018 to May 2021
- N/aApr 2018 to Aug 2018
- Silver Oak Wealth AdvisorsJul 2017 to Mar 2018
- David White and AssociatesJul 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6690573
- Firm CRD
- 2882