Owen O'brien
Investment adviser representative at Voya Financial Advisors, Inc.
12 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
12 years in the industry.
- Voya Financial Advisors, Inc.Apr 2026 to now
- Fidelity InvestmentsJul 2022 to Mar 2026
- Mg Hall ContractorsMay 2021 to Aug 2021
- Berkshire Dining Commons At Umass AmherstMar 2021 to May 2022
- TargetDec 2020 to Jan 2021
- University of Massachusetts AmherstMay 2020 to May 2022
- UnemployedFeb 2020 to Nov 2020
- Worcester State UniversityAug 2018 to May 2020
- Market BasketAug 2016 to Jan 2020
- Reading Memorial High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7598071
- Firm CRD
- 2882