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Tobias M Tolino

Clarfeld

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About Tobias M Tolino

Tobias Tolino is an investment advisor representative with Clarfeld. Tobias has been in the industry since 2008 and has experience with a variety of financial products and services. Tobias holds the Series 7 and Series 65 licenses. Tobias is a Registered Investment Advisor in Connecticut and Texas. Prior to joining Clarfeld, Tobias was an investment advisor representative at Richter Bober Asset Management, LLC. Tobias has a history of working with high-net-worth individuals and families, investment companies, and charitable organizations. Clarfeld is a full-service wealth management firm that provides financial planning, investment management, and other services to individuals and families.

Firm Information

Tobias Tolino is currently registered with Clarfeld. Clarfeld, a subsidiary of Citizens Bank, is an investment advisor with offices in TARRYTOWN, NY. With over 160 professionals, Clarfeld provides portfolio management for individuals, businesses, and investment companies. They manage over $12.7 billion in assets for over 7,300 clients, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Clarfeld also offers a variety of advisory services, including selection of other advisors, financial planning, and educational seminars.
Clarfeld

520 WHITE PLAINS ROAD

TARRYTOWN, NY 10591

$12.69B

Assets Under Management

1,851

Total Clients

38

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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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.

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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Tobias Tolino’s Registration & Firm History

NY

01/09/2020 - Present

Clarfeld (TARRYTOWN NY)

NY

08/16/2010 - 10/05/2012

ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)

NY

06/27/2008 - 08/16/2010

ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tobias M Tolino.
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