Kevin Mccurdy

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CRD#: 834747

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Mccurdy was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1977. Kevin had worked at 8 firms and has passed the Series 1 exam.

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 15, 1993 - February 16, 2007

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

MELVILLE, NY

Past

June 1, 1992 - November 23, 1992

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

October 15, 1990 - November 15, 1990

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

May 25, 1989 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

Past

November 7, 1983 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

June 19, 1983 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

October 11, 1982 - June 1, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

October 20, 1980 - January 11, 1995

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 10, 1977 - January 11, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam

Series 1

Date: 3/2/1977

Registered Representative Examination

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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Kevin Mccurdy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VOYA FINANCIAL PARTNERS, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

MONY SECURITIES CORPORATION

AETNA LIFE INSURANCE AND ANNUITY COMPANY

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

AETNA LIFE INSURANCE AND ANNUITY COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

State Registrations and Notice Filings

Exams

Series 1

Date: 3/2/1977

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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