Unclaimed
Aidan Toomey is a financial professional with over 27 years of experience in the industry. Aidan is currently registered with Fidelity Brokerage Services LLC. Aidan has held previous positions with several firms including Berenberg Capital Markets LLC, Tourmaline Partners, LLC, and Raymond James & Associates, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
RI
10/17/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NY
08/03/2023 - 09/26/2023
BERENBERG CAPITAL MARKETS LLC (NEW YORK NY)
RI
06/07/2023 - 07/28/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CT
07/30/2018 - 03/01/2023
TOURMALINE PARTNERS, LLC (STAMFORD CT)
NY
05/09/2016 - 06/11/2018
OUTSET GLOBAL TRADING LIMITED (New York NY)
NY
01/27/2014 - 12/15/2015
PRIME EXECUTIONS, INC. (NEW YORK NY)
NY
09/13/2010 - 04/10/2012
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NY
06/03/2008 - 08/12/2010
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
03/20/2006 - 06/16/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/11/2005 - 03/06/2006
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
04/11/1994 - 03/16/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/24/1993 - 03/24/1994
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
11/16/1992 - 07/22/1993
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
BC
Issued 12/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/13/1995
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Aidan Toomey is the right advisor for you? Invested Better is here to help.