Unclaimed Profile

Aimee Anne Toth

INVICTA ADVISORS LLC·OAKMONT, Pennsylvania

SIE, Series 7, Series 14, Series 24, Series 79TO, Series 99TO18 years registeredINVICTA ADVISORS LLC

527 CEDAR WAY, OAKMONT, PA 15139CRD# 5079628Firm CRD# 298868

Profile Verification

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

Identity

Aimee Anne Toth · OAKMONT, PA

Registration

CRD #5079628 · INVICTA ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

INVICTA ADVISORS LLC

Oct 2018 – present

TRUSTMONT ADVISORY GROUP, INC.

Nov 2013 – Nov 2018

GREENSBURG, PA

ALLEGHENY INVESTMENTS, LTD.

Jan 2008 – Oct 2012

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 79TO

Series 99TO

Registration record

First registered · January 8, 2008

Years registered · 18

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INVICTA ADVISORS LLC

CRD 298868 · SEC 801-114114

AUM

$192M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by INVICTA ADVISORS LLC

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 INVICTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Aimee Anne Toth offer?

Aimee Anne Toth specializes in Financial Planning, Investment Management. Contact their office in OAKMONT, Pennsylvania for a consultation.

What are Aimee Anne Toth's credentials?

Aimee Anne Toth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aimee Anne Toth located?

Aimee Anne Toth is based in OAKMONT, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.

How does Aimee Anne Toth charge for services?

Aimee Anne Toth'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 INVICTA ADVISORS LLC?

INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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