Adam Hershman
Investment adviser representative at Voya Financial Advisors, Inc.
11 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
11 years in the industry.
- Voya Financial Advisors, Inc.Jun 2026 to now
- Fidelity InvestmentsOct 2022 to Jun 2026
- UnemployedDec 2021 to Sep 2022
- Advanced Home Care ServicesSep 2021 to Nov 2021
- Citizens Securities Inc.Oct 2019 to Aug 2021
- Samsonite inc.Aug 2019 to Sep 2019
- Avvio's RestaurantSep 2018 to May 2019
- National LumberMay 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- Electronic Merchant SystemsJul 2017 to Sep 2017
- Imperial MarketingMay 2017 to Jul 2017
- University of Rhode IslandSep 2016 to Jul 2019
- UnemployedAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
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
- 7211035
- Firm CRD
- 2882