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CW

Calvin Wang

VOYA INVESTMENTS DISTRIBUTOR
Windsor, CT 06095
Some features on this profile are disabled
CRD#: 6720586
CW

Professional summary

Calvin Wang is a registered financial professional currently at VOYA INVESTMENTS DISTRIBUTOR, LLC located in Windsor, Connecticut and VOYA FINANCIAL PARTNERS, LLC located in Windsor, Connecticut.

Calvin is registered as a RR (Registered Representative) and started their career in finance in 2016. Calvin has worked at 17 firms and has passed the Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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 Calvin Wang'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

July 6, 2023 - Present

VOYA INVESTMENTS DISTRIBUTOR, LLC

Office #1: One Orange Way, Windsor, CT 06095
BD
CRD#: 37886
Windsor, CT
Current

July 6, 2023 - Present

VOYA FINANCIAL PARTNERS, LLC

Office #1: One Orange Way, Windsor, CT 06095
BD
CRD#: 34815
Windsor, CT
Past

June 22, 2022 - December 31, 2022

PARNASSUS FUNDS DISTRIBUTOR, LLC

BD
CRD#: 15883
Gaithersburg, MD
Past

June 10, 2022 - December 31, 2022

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
Kensington, MD
Past

June 10, 2022 - June 21, 2023

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

ORBIS INVESTMENTS (U.S.), LLC

BD
CRD#: 172663
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 143809
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Rehoboth Beach, DE
Past

June 10, 2022 - June 21, 2023

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Rehoboth Beach, DE
Past

July 19, 2021 - May 20, 2022

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

November 15, 2016 - July 23, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Connecticut
(11/6/2024)
RR
Delaware
(7/6/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 11/28/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/4/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/15/2016
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/2019
General Securities Principal 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)
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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
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#: 34815Windsor, CT 06095

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