David Tolleth, financial advisor Holmdel NJ

David Tolleth

CRD Number: 6236846
Current Firm: Avantax Advisory Services

David Tolleth (CRD# 6236846) is an Investment Advisor Representative working at Avantax Advisory Services in Holmdel, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Holmdel, NJ Jan 2014 - Current 10
Avantax Investment Services, Inc. Holmdel, NJ Aug 2013 - Current 10
The Historis Group, Inc. Holmdel, NJ Feb 1998 - Current 26
Intuit Inc. Mountain View, CA Sep 2017 - Dec 2020 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for David W. Tolleth
Phone Number: 972-870-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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