Richard ToniCRD Number: 5570208
Current Firm: Msi Financial Services, Inc.
Richard Toni (CRD# 5570208) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Stamford, CT and has over 8 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Metlife Securities Inc.||Shelton, CT||Jul 2008 - Current||9|
|Johnston & Murphy||Clinton, CT||May 2006 - Jul 2008||2|
|Skidmore College||Saratoga, CT||Jun 2004 - May 2008||3|
|Overton Russell Doerr & Donavan LLP||Clifton Park, NJ||Sep 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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