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Michael Edward O'toole

DAI WEALTH, LLC·ATLANTA, Georgia
SIE, Series 7, Series 22, Series 66Clean record7 years registeredDAI WEALTH, LLC
2800 CENTURY PARKWAY NE, ATLANTA, GA 30345CRD# 6336251Firm CRD# 138938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Edward O'toole · ATLANTA, GA
Registration
CRD #6336251 · DAI WEALTH, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

DAI WEALTH, LLC
Oct 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 66
Registration record
First registered · October 10, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAI WEALTH, LLC
CRD 138938 · SEC 801-66260
AUM
$153M
Regulatory assets under management
Employees
28
1,073 client accounts
Services offered by DAI WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DAI WEALTH, LLC →
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Frequently Asked Questions

What services does Michael Edward O'toole offer?
Michael Edward O'toole specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Michael Edward O'toole's credentials?
Michael Edward O'toole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Edward O'toole located?
Michael Edward O'toole is based in ATLANTA, Georgia, working with DAI WEALTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Michael Edward O'toole charge for services?
Michael Edward O'toole's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAI WEALTH, LLC?
DAI WEALTH, LLC has approximately 28 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAI WEALTH, LLC

Candace Brown
ATLANTA, GA
John R Martin
ATLANTA, GA
CFP
Ernest George Strauss
ATLANTA, GA
Joseph Gerard Michaletz
ATLANTA, GA
Matthew Alan Ingber
ATLANTA, GA
Christine Ellen Michaletz
ATLANTA, GA

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Research
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