linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Edward O'Toole

DAI Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Edward O'Toole

Michael O'Toole is a financial advisor in Atlanta, GA. Michael O'Toole has been working in the industry for 9 years. Michael O'Toole is currently registered with DAI Wealth, LLC. Prior to that, Michael O'Toole was with AEI SECURITIES, INC.. Michael O'Toole holds Series 7, Series 22, Series 66 and SIE licenses. Michael O'Toole also has 34 state licenses and 1 investment advisor license. Michael O'Toole's specialties include retirement planning, investment planning and college savings plans.

Firm Information

Michael O'Toole is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael O'Toole’s Registration & Firm History

GA

10/10/2018 - Present

DAI Wealth, LLC (ATLANTA GA)

MN

06/18/2014 - 04/02/2018

AEI SECURITIES, INC. (ST. PAUL MN)

Not sure if Michael Edward O'Toole is right for you?

Licenses & Designations

BOTH

Issued 07/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 06/18/2014

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edward O'Toole.
Not sure if Michael Edward O'Toole is right for you?