Donna S. Mcandrew
Professional summary
Donna S Mcandrew, who also goes by Donna Mcandrew, Donna Jeanne Simon, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Windsor, Connecticut.
Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Donna has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donna S Mcandrew's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Donna S Mcandrew's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: One Orange Way, C4-s, Windsor, CT 06095January 3, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: One Orange Way, C4-s, Windsor, CT 06095June 24, 2021 - Present
VOYA INVESTMENTS DISTRIBUTOR, LLC
Office #1: One Orange Way, Windsor, CT 06095June 24, 2021 - Present
VOYA FINANCIAL PARTNERS, LLC
Office #1: One Orange Way, Windsor, CT 06095June 24, 2021 - July 19, 2023
VOYA FINANCIAL PARTNERS, LLC
July 7, 2006 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
July 7, 2006 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
January 1, 2006 - June 21, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 31, 2005 - June 21, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
VOYA FINANCIAL ADVISORS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2011)
(1/3/2011)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
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.
