Chitman Singh Uppal
Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$3.9BFirm assets
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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
11 years in the industry.
- Voya Financial Advisors, Inc.Mar 2023 to now
- Fin2, LLCNov 2022 to Mar 2023
- Driveloyalty, LLCAug 2022 to Mar 2023
- Bw Network Securities, LLCMar 2022 to Sep 2022
- Ftx Capital Markets, LLCJan 2022 to Dec 2022
- Xton Financial LLCNov 2021 to Dec 2022
- Compliers Consulting Services LLCSep 2021 to Mar 2023
- Mywallst Advisory, LLCSep 2021 to Jun 2022
- Liquidly Inc.May 2021 to Sep 2021
- Voleo USA,inc.May 2019 to Apr 2021
- UnemployedSep 2018 to May 2019
- Setter Capital Inc.Oct 2017 to Sep 2018
- UnemployedApr 2017 to Oct 2017
- Sun Life FinancialSep 2015 to Apr 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6899460
- Firm CRD
- 2882