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MM

Michael R. Meehan

VOYA FINANCIAL ADVISORS
Enfield, CT
Some features on this profile are disabled
CRD#: 2408189
MM

Professional summary

Michael Robert Meehan, who also goes by Michael Robert Meehan, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Enfield, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 9, Series 10, Series 4, Series 24, Series 53 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Robert Meehan

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.
NOTARY POSITION: Owner NATURE: Have Notary License INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 25 Ridgefield RD, Enfield CT 06082, United States DESCRIPTION: Ability to notarize documents.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Meehan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Michael Robert Meehan'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

February 27, 2023 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA
BD
CRD#: 2882
Enfield, CT
Current

February 27, 2023 - Present

VOYA FINANCIAL ADVISORS, INC.

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

November 9, 2022 - February 28, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
Enfield, CT
Past

November 9, 2022 - February 28, 2023

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 14, 2021 - April 4, 2022

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
WINDSOR, CT
Past

June 14, 2021 - April 4, 2022

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
Enfield, CT
Past

June 14, 2021 - April 4, 2022

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

March 12, 2018 - June 15, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
WINDSOR, CT
Past

March 5, 2018 - June 15, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

January 3, 2011 - September 15, 2017

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
WINDSOR, CT
Past

January 3, 2011 - September 15, 2017

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

November 9, 2004 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
WINDSOR, CT
Past

May 16, 2002 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

January 13, 1995 - April 12, 2002

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 15, 1994 - December 7, 1994

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

May 11, 1994 - July 1, 1994

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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
(2/27/2023)
IAR
Connecticut
(2/27/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/3/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/15/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/10/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/15/2011
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/19/2005
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/24/2004
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/5/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
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)
PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (12/10/2025)
PART 2A APPENDIX OF FORM ADV: INVESTOR CHANNEL WRAP FEE PROGRAM 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#: 2882Enfield, CT

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