Unclaimed Profile

Toby Jay Daniels

AKT WEALTH ADVISORS, LP·LAKE OSWEGO, Oregon

Series 7, Series 63, Series 65Clean record27 years registeredAKT WEALTH ADVISORS, LP

5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 1394167Firm CRD# 147200

Profile Verification

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

Identity

Toby Jay Daniels · LAKE OSWEGO, OR

Registration

CRD #1394167 · AKT WEALTH ADVISORS, LP · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AKT WEALTH ADVISORS, LP

ALDRICH WEALTH LP

Jun 2008 – Nov 2018

LAKE OSWEGO, OR

AKT WEALTH ADVISORS, LP

Jan 1999 – Jul 2008

SALEM, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 10, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALDRICH WEALTH, LIMITED PARTNERSHIP

CRD 147200 · SEC 801-69190

AUM

$5.6B

Regulatory assets under management

Employees

2,352 client accounts

Services offered by ALDRICH WEALTH, LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALDRICH WEALTH, LIMITED PARTNERSHIP →

Introduction

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Frequently Asked Questions

What services does Toby Jay Daniels offer?

Toby Jay Daniels specializes in Financial Planning, Investment Management, Wealth Management.

What are Toby Jay Daniels's credentials?

Toby Jay Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Toby Jay Daniels located?

Toby Jay Daniels is based in LAKE OSWEGO, Oregon, last registered with AKT WEALTH ADVISORS, LP.

How does Toby Jay Daniels charge for services?

Toby Jay Daniels's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AKT WEALTH ADVISORS, LP?

AKT WEALTH ADVISORS, LP has approximately 40 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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