Erick Caledonia, financial advisor Windsor CT

Erick Caledonia

CRD Number: 3072575
Current Firm: Voya Retirement Advisors, LLC

Erick Caledonia (CRD# 3072575) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Windsor, CT and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Partners, LLC Braintree, MA Jul 2019 - Current 4
Voya Retirement Advisors Braintree, MA Jul 2019 - Current 4
Voya Financial Advisors, Inc. Braintree, MA Jul 2018 - May 2019 < 1
Voya Financial Partners Braintree, MA Sep 2016 - Jun 2018 1
Voya Retirement Advisors, LLC Braintree, MA Sep 2014 - Jun 2018 3
Ing Investment Advisors Braintree, MA Sep 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Erick C. Caledonia
Phone Number: (860) 580-2817
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    27,041
    MILLIONS
  • Total Number of Accounts
    11,767
    ACCOUNTS
  • Average Account Value
    $2,298,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY

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