Brian Tolin, financial advisor Naples FL
90 score

Brian Tolin

CRD Number: 5952225
Current Firm: Ariel Capital Advisors, LLC

Brian Tolin (CRD# 5952225) is an Investment Advisor Representative working at Ariel Capital Advisors, LLC in Naples, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ariel Capital Advisors, LLC Naples, FL Jun 2016 - Current < 1
Raymond James Trust Company St Petersburg, FL Jun 2012 - Current 4
Raymond James And Associates St Petersburg, FL Jun 2012 - Current 4
Fidelity Brokerage Services, LLC Jacksonville, FL Jun 2011 - Jun 2012 1
D'fontanas Restaurant Green Cove Springs, FL May 2009 - Jun 2011 2
Stetson University Deland, FL Aug 2007 - May 2011 3
Clay High School Green Cove Springs, FL Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Brian J. Tolin
Phone Number: 239-451-6007
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $1,290,925
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, OH

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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