Shannon Marie Tivnan
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.Mar 2026 to now
- UnemployedFeb 2026 to Mar 2026
- Fidelity InvestmentsJun 2023 to Feb 2026
- Dave & BustersApr 2022 to Jun 2023
- Cobblestone RestaurantAug 2021 to Apr 2022
- Kimball FarmJun 2021 to Aug 2021
- El Jefe's RestaurantOct 2020 to Jun 2021
- InstacartMay 2020 to Oct 2020
- UnemployedApr 2019 to May 2020
- Bed Bath and BeyondJul 2018 to Apr 2019
- Great Wolf LodgeFeb 2018 to Jul 2018
- Stop and ShopMay 2017 to Feb 2018
- Harrington FarmsMay 2017 to Aug 2017
- UnemployedAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 7987578
- Firm CRD
- 2882