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Daniel Michael Cestary

Voya Retirement Advisors, LLC

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About Daniel Michael Cestary

Daniel Michael Cestary is a Registered Representative of Voya Retirement Advisors, LLC and is based in Windsor, Connecticut. Daniel has over 25 years of experience in the financial services industry. Daniel is a licensed Investment Advisor Representative with registration in both Connecticut and Florida. Daniel holds FINRA series 6, 7, 63 and 66 licenses and is also a licensed agent in Connecticut and Florida. Daniel has worked at several leading financial institutions including Morgan Stanley, Transamerica Investors Securities Corporation and Franklin Templeton Distributors, Inc.

Firm Information

Daniel Cestary is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Cestary’s Registration & Firm History

CT

07/25/2023 - Present

Voya Retirement Advisors, LLC (WINDSOR CT)

FL

01/07/2022 - 10/04/2022

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

FL

10/19/2021 - 11/05/2021

MORGAN STANLEY (Tampa FL)

FL

06/05/2019 - 01/20/2021

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

04/02/1996 - 05/29/2019

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 11/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/01/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Michael Cestary. Review regulatory record here.
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