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Todd Robert Toensing

ESSEX ASSET MANAGEMENT GROUP INC.·ESSEX JUNCTION, Vermont
SIE, Series 7, Series 63, Series 65CFPClean record31 years registeredESSEX ASSET MANAGEMENT GROUP INC.
63 MAIN STREET, ESSEX JUNCTION, VT 05452CRD# 1991943Firm CRD# 116184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Robert Toensing · ESSEX JUNCTION, VT
Registration
CRD #1991943 · ESSEX ASSET MANAGEMENT GROUP INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

EMG
Feb 1995 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 8, 1995
Years registered · 31
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ESSEX ASSET MANAGEMENT GROUP INC.
CRD 116184 · SEC 801-65131
AUM
$32M
Regulatory assets under management
Employees
1
525 client accounts
Services offered by ESSEX ASSET MANAGEMENT GROUP INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ESSEX ASSET MANAGEMENT GROUP INC. →
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Frequently Asked Questions

What services does Todd Robert Toensing offer?
Todd Robert Toensing specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESSEX JUNCTION, Vermont for a consultation.
What are Todd Robert Toensing's credentials?
Todd Robert Toensing holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Todd Robert Toensing located?
Todd Robert Toensing is based in ESSEX JUNCTION, Vermont, working with ESSEX ASSET MANAGEMENT GROUP INC.. Their office serves clients in the ESSEX JUNCTION metropolitan area and surrounding communities.
How does Todd Robert Toensing charge for services?
Todd Robert Toensing's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESSEX ASSET MANAGEMENT GROUP INC.?
ESSEX ASSET MANAGEMENT GROUP INC. has approximately 1 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ESSEX ASSET MANAGEMENT GROUP INC.

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ESSEX JUNCTION, VT

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