Unclaimed Profile

Robert Edward Toal

DIVERSIFIED PORTFOLIOS INC·BLOOMFIELD HILLS, Michigan

Series 7, Series 63Clean record15 years registeredDIVERSIFIED PORTFOLIOS INC

39520 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 1339366Firm CRD# 108942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Edward Toal · BLOOMFIELD HILLS, MI

Registration

CRD #1339366 · DIVERSIFIED PORTFOLIOS INC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIVERSIFIED PORTFOLIOS INC

DIVERSIFIED PORTFOLIOS, INC.

Sep 2010 – Nov 2024

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 14, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED PORTFOLIOS INC

CRD 108942 · SEC 801-56371

AUM

$1.5B

Regulatory assets under management

Employees

2,085 client accounts

Services offered by DIVERSIFIED PORTFOLIOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIVERSIFIED PORTFOLIOS INC →

Introduction

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Frequently Asked Questions

What services does Robert Edward Toal offer?

Robert Edward Toal specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Robert Edward Toal's credentials?

Robert Edward Toal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Edward Toal located?

Robert Edward Toal is based in BLOOMFIELD HILLS, Michigan, last registered with DIVERSIFIED PORTFOLIOS INC.

How does Robert Edward Toal charge for services?

Robert Edward Toal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFIED PORTFOLIOS INC?

DIVERSIFIED PORTFOLIOS INC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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