Toomey Investment Management, Inc.

Toomey Investment Management, Inc. (CRD# 127346) is a financial advisory firm headquartered in Wallingford, CT. They manage $78,872,284 in 781 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $100,989
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Toomey Investment Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brendan R. Toomey
CRD#: 2195420
420 Center Street, 1st Floor, Wallingford, CT 06492
91
Wealthminder
score

Brendan Toomey (CRD# 2195420) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 30 years of experience in the finance industry. Brendan Toomey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Austin P. Toomey
CRD#: 5982808
420 Center Street, 1st Floor, Wallingford, CT 06492
90
Wealthminder
score

Austin Toomey (CRD# 5982808) is an Investment Advisor Representative working at Toomey Investment Management, Inc. in Wallingford, CT and has over 4 years of experience in the finance industry.

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