Daniel Perreault, financial advisor Wallingford CT

Daniel Perreault

CRD Number: 6523633
Current Firm: Toomey Investment Management, Inc.

Daniel Perreault (CRD# 6523633) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Aug 2019 - Current 2
Toomey Investment Management Wallingford, CT Feb 2019 - Current 2
Park City Ford Bridgeport, CT Jan 2016 - Feb 2019 3
Wallingford Ymca Wallingford, CT Dec 2013 - Dec 2015 2
Anthem Blue Cross Blue Shield Wallingford, CT Dec 2013 - Jun 2015 1
Guardanteed Rate, Inc. Glastonbury, CT Jun 2013 - Oct 2013 < 1
Unemployed Wallingford, CT Jan 2013 - May 2013 < 1
First World Mortgage West Hartford, CT Jul 2012 - Dec 2012 < 1
Mortgage Master Southington, CT May 2011 - Jul 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2019
S63 Uniform Securities State Law Examination Feb 2019
Contact Info for Daniel P. Perreault
Phone Number: 203-949-1710
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    161
    MILLIONS
  • Total Number of Accounts
    1,032
    ACCOUNTS
  • Average Account Value
    $155,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, CT, FL, MA, NH, SC, TX

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