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AA

Anthony Agentowicz

VOYA FINANCIAL ADVISORS
Windsor, CT 06095
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CRD#: 1388677
AA

Professional summary


Anthony Agentowicz, who also goes by Anthony P Agentowicz, Anthony Paul Agentowicz, Tony Agentowicz, Anthony Agentowicz, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Windsor, Connecticut.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Anthony has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Anthony P Agentowicz | Anthony Paul Agentowicz | Tony Agentowicz | Anthony Agentowicz

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY:ANTHONY AGENTOWICZ-RENTAL PROPERTY; No; 1320 E WYOMISSING BLVD; READING; PA; 19611; RENTAL PROPERTY; OWNER; 8/1/2001; 10; 0; OVERSEE MANAGEMENT COMPANY PERTAINING OPERATING DECISIONS,ACCOUNTING,BILL PAYING|

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Agentowicz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Anthony Agentowicz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 27, 2018 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: One Orange Way, C4-s, Windsor, CT 06095
RIA
BD
CRD#: 2882
Windsor, CT
Current

March 23, 2018 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: One Orange Way, C4-s, Windsor, CT 06095
RIA
BD
CRD#: 2882
Windsor, CT
Past

January 20, 2017 - April 9, 2018

HORACE MANN INVESTORS, INC.

RIA
CRD#: 11643
SPRINGFIELD, IL
Past

November 15, 2016 - April 9, 2018

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
SPRINGFIELD, IL
Past

June 30, 2016 - July 8, 2016

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
WAYNE, PA
Past

March 8, 2013 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
WAYNE, PA
Past

August 30, 2007 - June 7, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WAYNE, PA
Past

December 7, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
WAYNE, PA
Past

December 7, 2006 - June 30, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WAYNE, PA
Past

September 30, 2002 - January 13, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
MALVERN, PA
Past

June 14, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

June 14, 2000 - January 13, 2006

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
MALVERN, PA
Past

December 22, 1995 - May 10, 2000

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

August 22, 1990 - January 11, 1996

CITISTREET EQUITIES LLC

BD
CRD#: 7447
SOMERSET, NJ
Past

March 2, 1989 - October 16, 1990

HACKETT ASSOCIATES, INC.

BD
CRD#: 2106
WYOMISSING, PA
Past

July 10, 1987 - January 31, 1989

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
Past

September 5, 1985 - March 30, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(7/1/2020)
IAR
Connecticut
(7/2/2020)
RR
Georgia
(5/31/2024)
RR
Maine
(1/9/2023)
RR
Massachusetts
(1/9/2023)
RR
New Hampshire
(1/9/2023)
RR
New Jersey
(1/9/2023)
RR
New York
(1/9/2023)
IAR
New York
(1/9/2023)
RR
Pennsylvania
(3/23/2018)
IAR
Pennsylvania
(3/27/2018)
RR
Rhode Island
(1/9/2023)
RR
Vermont
(1/9/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/2001
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (12/10/2025)

Direct owners and executive officers


NamePositionCRD#
VOYA HOLDINGS INC.100% SHAREHOLDER
BOHN, FREDERICK HENRYCHIEF FINANCIAL OFFICER5791728
DEPRATTI, JOHN JVP, OPERATIONS PRINCIPAL2927917
PAASCH, STEPHAN ANTHONYCHIEF COMPLIANCE OFFICER2968516
REILLY, JONATHAN FRANCISPRESIDENT2039032

Regulatory assets under management


Total Number of Accounts11,854
AUM (Assets Under Management)$ 2,744,735,129

Disclosures


Regulatory Event36
Arbitration9

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882Windsor, CT 06095

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