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Timothy William Greer

Voya Retirement Advisors, LLC

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About Timothy William Greer

Timothy Greer is a financial advisor registered with Voya Retirement Advisors, LLC. Timothy has been in the financial services industry since July 2017. Timothy Greer is also registered with the state of Connecticut. Timothy Greer holds Series 6, 7TO, 63 and 66 licenses. Timothy is affiliated with Voya Retirement Advisors, LLC which has a main office in Windsor, CT. Timothy Greer is associated with Voya Retirement Advisors, LLC which manages approximately $27 billion in client assets. Voya Retirement Advisors, LLC provides investment management services for individuals, businesses and financial institutions.

Firm Information

Timothy Greer 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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Timothy Greer’s Registration & Firm History

CT

10/02/2020 - Present

Voya Retirement Advisors, LLC (WINDSOR CT)

CT

04/02/2019 - 10/09/2020

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

07/31/2017 - 04/03/2019

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 12/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy William Greer.
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