Patrick Evers
Investment adviser representative at Voya Financial Advisors, Inc.
10 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
10 years in the industry.
- Voya Financial Advisors, Inc.Apr 2026 to now
- Fidelity InvestmentsJun 2024 to Mar 2026
- UnemployedMay 2024 to Jun 2024
- Umass AmherstJan 2024 to May 2024
- DoordashDec 2023 to Jan 2024
- Umass AmherstSep 2023 to Dec 2023
- UnemployedAug 2023 to Sep 2023
- Fidelity InvestmentsJun 2023 to Aug 2023
- UnemployedMay 2023 to Jun 2023
- Umass AmherstSep 2022 to May 2023
- Plymouth Rock AssuranceMay 2022 to Sep 2022
- Umass AmherstSep 2021 to May 2022
- DoordashAug 2021 to Sep 2021
- Pizza Shop At South NatickMay 2021 to Aug 2021
- Umass AmherstSep 2020 to May 2021
- UnemployedJun 2020 to Sep 2020
- Natick High SchoolSep 2019 to Jun 2020
- SweetgreenJun 2019 to Sep 2019
- Natick High SchoolSep 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- 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
- 7949093
- Firm CRD
- 2882