AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WT

William G. Talley

VOYA FINANCIAL PARTNERS
Braintree, MA 02184
Some features on this profile are disabled
CRD#: 2992581
WT

Professional summary

William Giles Talley III, who also goes by William Giles Talley, Will Talley, is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Braintree, Massachusetts.

William is registered as a RR (Registered Representative) and started their career in finance in 1998. William has worked at 7 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7, Series 6 and Series 31 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

William Giles Talley | Will Talley

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) - BD

Click below to view William Giles Talley III'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®
None

Experience

Current

February 25, 2019 - Present

VOYA FINANCIAL PARTNERS, LLC

Office #1: 30 Braintree Hill Office Park, Braintree, MA 02184
BD
CRD#: 34815
Braintree, MA
Past

May 6, 2016 - October 3, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
ATLANTA, GA
Past

November 24, 2014 - October 3, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
ATLANTA, GA
Past

July 26, 2011 - September 29, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ATLANTA, GA
Past

March 3, 2008 - July 6, 2011

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

May 24, 2006 - January 18, 2008

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
HEATHROW, FL
Past

March 24, 2006 - January 18, 2008

NEWPORT GROUP SECURITIES, INC.

RIA
CRD#: 29722
HEATHROW, FL
Past

June 13, 2003 - December 31, 2005

SENTINEL FIDUCIARY SERVICES, INC.

RIA
CRD#: 124640
ORLANDO, FL
Past

February 19, 1998 - June 21, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

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

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
Georgia
(8/2/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 8/2/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/5/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/25/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/3/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/23/2006
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 3/19/1998
Futures Managed Funds Examination
SRO Registrations
RR
FINRA

Current Firm

VF
VOYA FINANCIAL PARTNERS, LLC
AETNA INVESTMENT SERVICES LLC | VOYA FINANCIAL PARTNERS, LLC | ING FINANCIAL ADVISERS, LLC | AETNA INVESTMENT SERVICES, LLC | AETNA INVESTMENT SERVICES, INC.

CRD#: 34815 / SEC#: 801-57637, 8-46451

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
One Orange Way, C2n, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
(860) 275-2110
Established
Delaware since 11/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
55

FINRA licenses (53 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

VOYA FINANCIAL PARTNERS, LLC - FORM ADV PART 2A BROCHURE (3/31/2023)

Direct owners and executive officers

NamePositionCRD#
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYPARENT
BOHN, FREDERICK HENRYCHIEF FINANCIAL OFFICER5791728
EASTON, STEPHEN JOSEPHCHIEF COMPLIANCE OFFICER3150168
ELMSLIE, WILLIAM PETERMANAGING DIRECTOR1970014

Disclosures

Regulatory Event7

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 PARTNERS, LLC

CRD#: 34815Braintree, MA 02184

TRUST BUT VERIFY

Monitor William Talley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics