Wesley Pratt
Investment adviser representative at Voya Financial Advisors, Inc.
12 yearsExperience
4 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.Sep 2026 to now
- Fidelity InvestmentsMar 2025 to Aug 2026
- UnemployedJan 2025 to Mar 2025
- Parker House Property ManagementNov 2024 to Jan 2025
- Lyman Morse MarinaJun 2024 to Aug 2024
- Rockport Boat ClubJun 2024 to Jul 2024
- Portland Yacht ClubMay 2024 to Jun 2024
- Rm Financial ServicesMay 2024 to Jun 2024
- University of MaineJan 2024 to Dec 2024
- Lyman Morse MarinaJun 2023 to Aug 2023
- University of VermontAug 2022 to Dec 2023
- Lyman Morse MarinaJun 2022 to Aug 2022
- Bentley UniversitySep 2021 to Aug 2022
- Lyman Morse MarinaJun 2021 to Aug 2021
- Portland Yacht ClubMay 2021 to Jun 2021
- Portland Yacht ClubJun 2020 to Aug 2020
- Casco Bay YmcaSep 2019 to Dec 2019
- Rockport Boat ClubJun 2019 to Aug 2019
- Rockport Boat ClubJun 2018 to Aug 2018
- Yarmouth High SchoolAug 2017 to Jun 2021
- Rockport Boat ClubJun 2017 to Aug 2017
- Yarmouth Middle SchoolJan 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (MA, NH, 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
- 7942669
- Firm CRD
- 2882