Oliver Isaac Davis
Investment adviser representative at Voya Financial Advisors, Inc.
13 yearsExperience
3 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
Are you Oliver Isaac Davis? Claim your profile
Contact this firm
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
13 years in the industry.
- Voya Financial Advisors, Inc.May 2019 to now
- UnemployedJul 2018 to May 2019
- Tiverton TradingAug 2017 to Jul 2018
- Extended TravelJun 2017 to Aug 2017
- University of Rhode IslandSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7095024
- Firm CRD
- 2882