Kole Christopher Kelly
Investment adviser representative at Voya Financial Advisors, Inc.
17 yearsExperience
3 statesRegistered 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.Nov 2025 to now
- Voya FinancialadvisorsNov 2025 to now
- Manulife John Hancock Brokerage ServicesJun 2024 to Nov 2025
- John HancockJan 2021 to Nov 2025
- John Hancock Investment Management Distributors LLCJan 2021 to Jun 2024
- Eaton Vance Distributors, Inc.Jan 2019 to Dec 2020
- Eaton Vance ManagementJan 2019 to Dec 2020
- Oakley Country ClubApr 2009 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MA, NY, TX).
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
- 7027819
- Firm CRD
- 2882