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Aimee Anne Toth

Invicta Advisors LLC

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About Aimee Anne Toth

Aimee Anne Toth is a financial professional with over 16 years of experience in the industry. Aimee is currently registered with Invicta Advisors LLC, a firm that provides investment advisory services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Aimee has a broad range of experience and holds a variety of licenses, including Series 7, 24, 79TO, 99TO, and SIE. She is also a licensed attorney in Pennsylvania. Aimee works with clients to develop personalized financial plans and investment strategies.

Firm Information

Aimee Toth is currently registered with Invicta Advisors LLC. Invicta Advisors LLC is an investment advisor based in OAKMONT, PA. The firm has 9 licensed agents, 42 registered representatives, and 9 investment advisory functions. Invicta Advisors LLC manages approximately $192,282,372 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Invicta Advisors LLC

527 CEDAR WAY

OAKMONT, PA 15139

$192.28M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aimee Toth’s Registration & Firm History

PA

10/19/2018 - Present

Invicta Advisors LLC (OAKMONT PA)

PA

11/19/2013 - 11/15/2018

TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)

PA

01/13/2006 - 10/01/2012

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 03/02/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aimee Anne Toth. Review regulatory record here.
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