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Brendan Richard Toomey

TOOMEY INVESTMENT MANAGEMENT, INC·WALLINGFORD, Connecticut
Clean recordTOOMEY INVESTMENT MANAGEMENT, INC
420 CENTER STREET, WALLINGFORD, CT 06492CRD# 2195420Firm CRD# 127346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brendan Richard Toomey · WALLINGFORD, CT
Registration
CRD #2195420 · TOOMEY INVESTMENT MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brendan Richard Toomey is a registered financial advisor based in WALLINGFORD, Connecticut, affiliated with TOOMEY INVESTMENT MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TOOMEY INVESTMENT MANAGEMENT, INC
TOOMEY INVESTMENT MANAGEMENT, INC
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOOMEY INVESTMENT MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2195420
Firm CRD# 127346
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brendan Richard Toomey offer?
Brendan Richard Toomey specializes in Financial Planning, Investment Management. Contact their office in WALLINGFORD, Connecticut for a consultation.
What are Brendan Richard Toomey's credentials?
Brendan Richard Toomey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Richard Toomey located?
Brendan Richard Toomey is based in WALLINGFORD, Connecticut, working with TOOMEY INVESTMENT MANAGEMENT, INC. Their office serves clients in the WALLINGFORD metropolitan area and surrounding communities.
How does Brendan Richard Toomey charge for services?
Brendan Richard Toomey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOOMEY INVESTMENT MANAGEMENT, INC?
TOOMEY INVESTMENT MANAGEMENT, INC has approximately 3 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOOMEY INVESTMENT MANAGEMENT, INC

Austin Patrick Toomey
WALLINGFORD, CT

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Research
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