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Joseph Casale

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.

  1. Voya Financial Advisors, Inc.Oct 2025 to now
  2. Fidelity InvestmentsJul 2024 to Oct 2025
  3. UnemployedJan 2024 to Jun 2024
  4. Luttner Financial GroupJun 2023 to Jul 2023
  5. Alla FamigliaJun 2022 to Jul 2022
  6. StudentJan 2022 to Dec 2023
  7. Nicks On MainJun 2021 to Jul 2021
  8. Brunswick BeachJun 2016 to Jul 2019
  9. StudentJan 2014 to Dec 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7713951
Firm CRD
2882
Advisor's SEC record (opens in a new tab)
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