Rafael Lev Okon
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.Jan 2026 to now
- LPL Enterprise, LLCNov 2024 to Jan 2026
- The Prudential Insurance Company of AmericaApr 2024 to Jan 2026
- Pruco Securities LLCAug 2023 to Nov 2024
- Essex County ClubMay 2023 to Oct 2023
- Visioneer AcademyJan 2023 to May 2023
- Masshire North ShoreJun 2022 to Sep 2022
- Salem State UniversityAug 2019 to May 2023
- Marblehead High SchoolSep 2014 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7793074
- Firm CRD
- 2882