Matthew A. Marchese
Professional summary
Matthew Anthony Marchese, who also goes by Matt Marchese, is a registered financial professional currently at VOYA FINANCIAL ADVISORS, INC. located in Canton, Connecticut and VOYA FINANCIAL PARTNERS, LLC located in Shoreview, Minnesota.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Anthony Marchese's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2024 - Present
VOYA FINANCIAL ADVISORS, INC.
May 19, 2026 - Present
VOYA FINANCIAL PARTNERS, LLC
November 5, 2015 - November 3, 2023
CHARLES SCHWAB & CO., INC.
February 28, 2007 - September 4, 2015
T. ROWE PRICE INVESTMENT SERVICES, INC.
December 8, 2005 - January 22, 2007
GLOBAL ATLANTIC DISTRIBUTORS, LLC
January 29, 2001 - December 6, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
January 29, 2001 - December 6, 2005
OSAIC FA, INC.
March 13, 2000 - December 19, 2000
AMERIPRISE ADVISOR SERVICES, INC.
March 5, 1997 - November 8, 1999
T. ROWE PRICE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/1/2024)
(1/8/2026)
(10/31/2024)
Exams
FINRA
Current Firm
VOYA FINANCIAL PARTNERS, LLC
CRD#: 34815 / SEC#: 801-57637, 8-46451
Contact information
FINRA licenses (53 States and Territories)
Documents
Disclosures
| Regulatory Event | 7 |
Red Flags
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