Richard TonerCRD Number: 1899162
Current Firm: Strategic Advisers, Inc.
Richard Toner (CRD# 1899162) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||May 2011 - Current||6|
|Unemployed||Sandy, UT||Jan 2011 - May 2011||< 1|
|Edward Jones||St Louis, MO||Mar 2009 - Jan 2011||1|
|Unemployed||Farmington, CT||Dec 2008 - Mar 2009||< 1|
|Pequabuck Golf Club Inc.||Bristol, CT||Mar 1997 - Dec 2008||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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