Luke Shapiro
Investment adviser representative at Voya Financial Advisors, Inc.
10 yearsExperience
3 statesRegistered in
$3.9BFirm assets
32 yearsFirm in business
Are you Luke Shapiro? Claim your profile
Contact this firm
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.Jun 2026 to now
- Fidelity InvestmentsJul 2024 to Jun 2026
- UnemployedMay 2024 to Jul 2024
- Connecticut Online Computer CenterJun 2023 to Aug 2023
- Logistics OneJun 2022 to Aug 2022
- Quinnipiac UniversityAug 2020 to May 2024
- City of SaratogaApr 2017 to Aug 2021
- Saratoga Springs High SchoolSep 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- 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
- 7963277
- Firm CRD
- 2882