Oliver Davis, financial advisor Elmsford NY

Oliver Davis

CRD Number: 7095024
Current Firm: Voya Financial Advisors, Inc.

Oliver Davis (CRD# 7095024) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Elmsford, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. Elmsford, NY May 2019 - Current 5
Unemployed Rye, NY Jul 2018 - May 2019 < 1
Tiverton Trading New York, NY Aug 2017 - Jul 2018 < 1
Extended Travel N/a, Jun 2017 - Aug 2017 < 1
University Of Rhode Island Kingston, RI Sep 2013 - Jun 2017 3
Providence Investment Management Providence, RI Jun 2016 - Sep 2016 < 1
University Of Rhode Island - Telecom/media Technology Services Kingston, RI Sep 2013 - May 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Oliver I. Davis
Phone Number: 1-800-356-2906
Firm Website: https://www.voya.com/
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    2,685
    MILLIONS
  • Total Number of Accounts
    13,923
    ACCOUNTS
  • Average Account Value
    $192,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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