Santania R. Tate
Professional summary
Santania Renee Tate, who also goes by Santania Renee Smith, Santania Tate, Santania Renee Tate, is a registered financial professional currently at VOYA FINANCIAL ADVISORS, INC. located in Bartlett, Tennessee.
Santania is registered as a RR (Registered Representative) and started their career in finance in 2015. Santania has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Santania Renee Tate's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2025 - Present
VOYA FINANCIAL ADVISORS, INC.
July 15, 2024 - April 23, 2025
VALIC FINANCIAL ADVISORS, INC.
November 10, 2022 - July 9, 2024
EMPOWER FINANCIAL SERVICES, INC.
December 20, 2021 - October 11, 2022
EMPOWER FINANCIAL SERVICES, INC.
May 23, 2018 - December 16, 2021
RAYMOND JAMES & ASSOCIATES, INC.
July 21, 2015 - February 3, 2017
MML DISTRIBUTORS, LLC
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
(6/16/2025)
Exams
FINRA
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
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