Kevin F. Mcgrath

VOYA FINANCIAL PARTNERS

Braintree, MA 02184

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CRD#: 4207752

Professional summary

Kevin Frederick Mcgrath, CFP®, ChFC®, CLU® is a registered financial professional currently at VOYA FINANCIAL PARTNERS, LLC located in Braintree, Massachusetts.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2000. Kevin 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"?

Aliases

None

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 Kevin Frederick Mcgrath'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

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 26, 2008 - Present

VOYA FINANCIAL PARTNERS, LLC

Office #1: 30 Braintree Hill Office Park, Braintree, MA 02184

CRD#: 34815

Braintree, MA

Past

March 12, 2018 - May 25, 2018

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

Braintree, MA

Past

October 27, 2006 - November 25, 2008

VOYA RETIREMENT ADVISORS, LLC

RIA

CRD#: 3989

QUINCY, MA

Past

October 26, 2006 - November 25, 2008

VOYA RETIREMENT ADVISORS, LLC

CRD#: 3989

QUINCY, MA

Past

June 28, 2005 - July 13, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 28, 2005 - July 13, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

March 14, 2002 - May 2, 2005

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

June 29, 2000 - December 14, 2001

AMERICAN GENERAL FUNDS DISTRIBUTORS, INC.

CRD#: 42935

BOSTON, MA

State Registrations and Notice Filings

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

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

Massachusetts
(12/26/2008)

New York
(5/1/2009)

Exams

State Security Law Exam

Series 63

Date: 7/19/2000

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: 9/20/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/19/2017

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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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

FINRA licenses (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

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

Direct owners and executive officers

Name	Position	CRD#
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY	PARENT
BOHN, FREDERICK HENRY	CHIEF FINANCIAL OFFICER	5791728
EASTON, STEPHEN JOSEPH	CHIEF COMPLIANCE OFFICER	3150168
ELMSLIE, WILLIAM PETER	MANAGING DIRECTOR	1970014

Disclosures

Regulatory Event

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Kevin F. Mcgrath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Frederick Mcgrath's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA INVESTMENTS DISTRIBUTOR, LLC

VOYA RETIREMENT ADVISORS, LLC

VOYA RETIREMENT ADVISORS, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

COMMONWEALTH FINANCIAL NETWORK

AMERICAN GENERAL FUNDS DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/19/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2000

Series 6

Date: 6/28/2000

Series 24

Date: 10/19/2017

FINRA

Current Firm

VOYA FINANCIAL PARTNERS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

VOYA FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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