AS
Aaron K. Stoner
VOYA FINANCIAL ADVISORS
Boston, MA 02210
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CRD#: 7369522
AS
Professional summary
Aaron Karle Stoner, who also goes by Aaron Stoner, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Boston, Massachusetts.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Aaron has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aaron Stoner
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.
AARON STONER POSITION: Landlord NATURE: 3 rental unit property. reside in one unit and receive income from the other 2 units INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2024 ADDRESS: Cumberland RI 02864, United States DESCRIPTION: maintenance MILLSTONE MINISTRIES POSITION: Founder NATURE: Nonprofit dedicated to assist those aging out of foster care with rental assistance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 73 Nooseneck Hill Road, Richmond RI 02898, United States DESCRIPTION: run board meetings and delegate tasks
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Karle Stoner's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Aaron Karle Stoner'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®
NoneExperience
Current
October 6, 2025 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 121 Seaport Boulevard 11th Floor, Boston, MA 02210RIA
BD
CRD#: 2882
Boston, MA
Current
October 6, 2025 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 121 Seaport Boulevard 11th Floor, Boston, MA 02210RIA
BD
CRD#: 2882
Boston, MA
Past
January 25, 2022 - October 6, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LINCOLN, RI
Past
November 19, 2021 - October 6, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LINCOLN, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(10/6/2025)
RR
Alaska(10/6/2025)
RR
Arizona(10/6/2025)
RR
Arkansas(10/6/2025)
RR
California(10/6/2025)
RR
Colorado(10/6/2025)
RR
Connecticut(10/6/2025)
RR
Delaware(10/6/2025)
RR
District of Columbia(10/6/2025)
RR
Florida(10/6/2025)
RR
Georgia(10/6/2025)
RR
Hawaii(10/6/2025)
RR
Idaho(10/6/2025)
RR
Illinois(10/6/2025)
RR
Indiana(10/6/2025)
RR
Iowa(10/6/2025)
RR
Kansas(10/6/2025)
RR
Kentucky(10/6/2025)
RR
Louisiana(10/6/2025)
RR
Maine(10/6/2025)
RR
Maryland(10/6/2025)
RR
Massachusetts(10/6/2025)
RR
Michigan(10/6/2025)
RR
Minnesota(10/6/2025)
RR
Mississippi(10/6/2025)
RR
Missouri(10/6/2025)
RR
Montana(10/6/2025)
RR
Nebraska(10/6/2025)
RR
Nevada(10/6/2025)
RR
New Hampshire(10/6/2025)
RR
New Jersey(10/6/2025)
RR
New Mexico(10/6/2025)
RR
New York(10/6/2025)
IAR
New York(10/6/2025)
RR
North Carolina(10/6/2025)
RR
North Dakota(10/6/2025)
RR
Ohio(10/6/2025)
RR
Oklahoma(10/6/2025)
RR
Oregon(10/6/2025)
RR
Pennsylvania(10/6/2025)
RR
Puerto Rico(10/6/2025)
RR
Rhode Island(10/6/2025)
IAR
Rhode Island(10/6/2025)
RR
South Carolina(10/6/2025)
RR
South Dakota(10/6/2025)
RR
Tennessee(10/6/2025)
RR
Texas(10/6/2025)
IAR
Texas(10/6/2025)
RR
Utah(10/6/2025)
RR
Vermont(10/6/2025)
RR
Virgin Islands(10/6/2025)
RR
Virginia(10/6/2025)
RR
Washington(10/6/2025)
RR
West Virginia(10/6/2025)
RR
Wisconsin(10/6/2025)
RR
Wyoming(10/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
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.
Company Information
VOYA FINANCIAL ADVISORS, INC.
CRD#: 2882Boston, MA 02210TRUST BUT VERIFY
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