Dylan Frederick Morris
Investment adviser representative at Voya Financial Advisors, Inc.
11 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
11 years in the industry.
- Voya Financial Advisors, Inc.Mar 2026 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedAug 2024 to May 2025
- Dorothy FordeMay 2022 to Aug 2024
- UnemployedAug 2021 to May 2022
- UnemployedMay 2021 to Jul 2021
- Ken CottonJul 2019 to Aug 2021
- Gayle SamuelsDec 2018 to May 2021
- UnemployedMay 2015 to Dec 2018
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
- 8117623
- Firm CRD
- 2882