Winnie B. Robinson

VOYA FINANCIAL ADVISORS

Redlands, CA 92374

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CRD#: 2633959

Professional summary

Winnie Blair Robinson, CFP®, who also goes by Winnie B Currie, Winnie Blair Currie, Winnie B Vorhies, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Redlands, California and VOYA RETIREMENT ADVISORS, LLC located in Windsor, Connecticut.

Winnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Winnie has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Winnie B Currie | Winnie Blair Currie | Winnie B Vorhies

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Winnie Blair Robinson's 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®

CFP^®

Certified Financial Planner

Experience

Current

November 17, 2020 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: 1030 Nevada Street Suite 203, Redlands, CA 92374

RIA

CRD#: 2882

Redlands, CA

Current

April 28, 2021 - Present

VOYA RETIREMENT ADVISORS, LLC

Office #1: One Orange Way, Windsor, CT 06095

RIA

CRD#: 3989

Windsor, CT

Current

September 30, 2016 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: 1030 Nevada Street Suite 203, Redlands, CA 92374

RIA

CRD#: 2882

Redlands, CA

Past

February 21, 2014 - September 30, 2016

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989

WINDSOR, CT

Past

November 5, 1999 - February 21, 2014

SLD AMERICA EQUITIES, INC.

CRD#: 36259

WEST CHESTER, PA

Past

June 22, 1998 - January 29, 1999

NICHOLAS-APPLEGATE SECURITIES LLC

CRD#: 31205

SAN DIEGO, CA

Past

July 29, 1997 - April 29, 1998

NICHOLAS-APPLEGATE SECURITIES LLC

CRD#: 31205

Past

April 10, 1997 - June 25, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 23, 1996 - December 12, 1997

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

July 20, 1995 - September 25, 1995

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

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 RETIREMENT ADVISORS, LLC

CRD#: 3989 / SEC#: 801-57963, 8-14495

RIA

Registered Investment Advisory firm - SEC (9/25/2000 Approved)

Terminated by SEC on 11/29/2016

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.

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

California
(9/30/2016)

IAR

California
(11/17/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/26/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/19/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/6/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989 / SEC#: 801-57963, 8-14495

RIA

Registered Investment Advisory firm - SEC (9/25/2000 Approved)

Terminated by SEC on 11/29/2016

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Contact information

Main Address

One Orange Way, Windsor, CT 06095

Mailing Address

Phone number

(860) 580-2817

Established

New Jersey since 02/01/2000

Firm type

Limited Liability Company

Fiscal year end

December

# of Employees

116

SEC notice filing (52 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

VOYA RETIREMENT ADVISORS, LLC PART 2A BROCHURE (3/12/2025)

Direct owners and executive officers

Name	Position	CRD#
VOYA INSTITUTIONAL PLAN SERVICES, LLC	SOLE MEMBER OF APPLICANT
GORDON, REGINA AVERY	CHIEF COMPLIANCE OFFICER	3173644
HULTGREN, KRISTIN HENDERSON	CFO / FINOP	5506534
NICHOLS, JAMES LUTHER IV	MANAGING DIRECTOR	5237805

Regulatory assets under management

Total Number of Accounts	13,160
AUM (Assets Under Management)	$ 30,885,140,490

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report
01/27/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Winnie B. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Winnie Blair Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA RETIREMENT ADVISORS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA RETIREMENT ADVISORS, LLC

SLD AMERICA EQUITIES, INC.

NICHOLAS-APPLEGATE SECURITIES LLC

NICHOLAS-APPLEGATE SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

THE ADVISORS GROUP, INC.

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

VOYA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/26/1995

SIE

Date: 10/1/2018

Series 7

Date: 1/2/1998

Series 6

Date: 7/19/1995

Series 24

Date: 9/6/2019

FINRA

Current Firm

VOYA RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

VOYA RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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