Martha Toledo, financial advisor Vineland NJ
93 score

Martha Toledo

CRD Number: 1007097
Current Firm: Wells Fargo Advisors, LLC

Martha Toledo (CRD# 1007097) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Vineland, NJ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Vineland, NJ Mar 2014 - Current 3
Pennsylvania State Police Fern Ridge, PA May 2013 - Jan 2014 < 1
The Prudential Insurance Company Of America Scranton, PA May 2012 - May 2013 1
Pruco Securities, LLC Scranton, PA May 2012 - May 2013 1
Unemployed Long Pong, PA Apr 2011 - May 2012 1
Raymond James Financial Services East Stroudsburg, PA Aug 2010 - Mar 2011 < 1
Chell Financial Group East Stroudsburg, PA Aug 2010 - Mar 2011 < 1
Weseloh Carney & Company,llc East Stroudsburg, PA Apr 2007 - Mar 2011 3
John T. Devivo East Stroudsburg, PA Apr 2007 - Aug 2010 3
H.d. Vest East Stroudsburg, PA Apr 2007 - Aug 2010 3
H.d. Vest Advisory Services, Inc. East Stroudsburg, PA Apr 2007 - Aug 2010 3
Weis Markets, Inc. Mount Pocono, PA Aug 2006 - Jun 2007 < 1
Pocono Manor Inn Pocono Manor, PA Sep 2006 - Feb 2007 < 1
Unemployed Pocono Summit, PA Mar 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Martha M. Toledo
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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