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Austin Patrick Toomey

Toomey Investment Management, Inc.

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About Austin Patrick Toomey

Austin Toomey is an investment advisor representative with Toomey Investment Management, Inc., registered with the state of Connecticut. Austin Toomey has 11 years of experience in the financial services industry. Austin Toomey is also a registered investment advisor representative in Florida and Massachusetts. Austin Toomey holds the Series 6, Series 63 and Series 65 licenses. Austin Toomey has specialized in providing financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses.

Firm Information

Austin Toomey is currently registered with Toomey Investment Management, Inc.. Toomey Investment Management, Inc. is an investment advisory firm located in Wallingford, Connecticut. They provide a range of financial services including financial planning, pension consulting, and portfolio management for individuals. The firm manages approximately $270.6 million in assets for 1,302 clients. They also manage accounts for charitable organizations, corporations, pension and profit-sharing plans, and high net worth individuals.
Toomey Investment Management, Inc.

420 CENTER STREET

WALLINGFORD, CT 06492

$270.64M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Austin Toomey’s Registration & Firm History

CT

08/27/2019 - Present

Toomey Investment Management, Inc. (WALLINGFORD CT)

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Licenses & Designations

IA

Issued 01/25/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Austin Patrick Toomey.
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