Matthew Flaherty
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
- Inn At BaypointeApr 2025 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Feb 2026
- RyderAug 2024 to Sep 2024
- AccelionJul 2024 to Jul 2024
- Intertape Polymer GroupMay 2024 to Jun 2024
- CintasJun 2022 to May 2024
- Keolis North AmericaJun 2021 to Sep 2021
- Inn At Bay Pointe/ Boggey's IncJun 2020 to Aug 2020
- Brinker International Payroll Company, L.P.Feb 2020 to Feb 2020
- Wal-martOct 2019 to Oct 2019
- Inn At Bay Pointe/ Boggey's IncMay 2019 to Aug 2019
- FreemanMar 2019 to Mar 2019
- University of MaineSep 2018 to May 2022
- Cloudhealth TechnologiesJan 2017 to Feb 2017
- West On CentreSep 2016 to Sep 2018
- Boston Collegiate Charter SchoolSep 2014 to Jun 2018
Exams passed
- 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
- 7991685
- Firm CRD
- 2882