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Rachel Toscano

AGW Capital Advisors

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About Rachel Toscano

Rachel Toscano is an investment advisor representative registered with AGW Capital Advisors. Rachel has been in the financial industry for 1 year and is currently registered with the state of Florida. Rachel has passed the Uniform Investment Adviser Law Examination (Series 65).

Firm Information

Rachel Toscano is currently registered with AGW Capital Advisors. AGW Capital Advisors is an investment advisor located in Tampa, FL. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer pension consulting, educational seminars, and selection of other advisors. The firm manages approximately $1.15 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
AGW Capital Advisors

511 W. BAY STREET

TAMPA, FL 33606

$1.15B

Assets Under Management

9

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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project consulting or analysis

Project consulting or analysis

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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other

Project based fees

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Rachel Toscano’s Registration & Firm History

FL

04/22/2022 - Present

AGW Capital Advisors (TAMPA FL)

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Licenses & Designations

IA

Issued 07/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Toscano.
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