AdvisorOS Directory
Claim Profile
Unclaimed Profile
TT

Todd Robert Toensing

ESSEX ASSET MANAGEMENT GROUP INC.·ESSEX JUNCTION, Vermont
Clean recordESSEX 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Robert Toensing is a registered financial advisor based in ESSEX JUNCTION, Vermont, affiliated with ESSEX ASSET MANAGEMENT GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Todd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Todd is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ESSEX ASSET MANAGEMENT GROUP INC.
EMG
AUM
$32M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ESSEX ASSET MANAGEMENT GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1991943
Firm CRD# 116184
View on FINRA BrokerCheck →

Looking for a financial advisor in ESSEX JUNCTION?

Browse all registered financial advisors in ESSEX JUNCTION, Vermont or claim this profile if it's yours.

Browse ESSEX JUNCTION AdvisorsAre you this advisor? Claim profile
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ESSEX ASSET MANAGEMENT GROUP INC.

Elizabeth Lucartha Kohler
ESSEX JUNCTION, VT
Scott David Baldwin
ESSEX JUNCTION, VT

More Advisors in ESSEX JUNCTION, Vermont

Dennis William Voigt
DWV ADVISORS, LLC·ESSEX JUNCTION, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
Request removal of this profile