MT
Mark F. Toledo
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, IL 60606
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CRD#: 1153789
MT
Professional summary
Mark Frank Toledo, who also goes by Mark F Toledo, is a registered financial advisor currently at CHICAGO PARTNERS INVESTMENT GROUP LLC located in Chicago, Illinois.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Mark has worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 22, Series 2, Series 10, Series 9, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark F Toledo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF OTHER BUSINESS: TOTAL PORTFOLIO MANAGEMENT, LLC, CRD 127596,
WHETHER THE BUSINESS IS INVESTMENT-RELATED- YES STATE OF IL REGISTERED INVESTMENT ADVISER
ADDRESS OF THE OTHER BUSINESS: 2226 BEECHWOOD AVE., WILMETTE, IL 60091
THE NATURE OF THE OTHER BUSINESS: INACTIVE RIA
POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: PRESIDENT
START DATE OF YOUR RELATIONSHIP: JULY 2003
THE APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS, THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: ZERO
DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: MAINTAIN REGISTRATION WITH STATE OF IL AS RIA FOR POTENTIAL FUTURE USE.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Frank Toledo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 14, 2022 - Present
CHICAGO PARTNERS INVESTMENT GROUP LLC
Office #1: 1 North Wacker Drive Suite 4075, Chicago, IL 60606RIA
CRD#: 147662
Chicago, IL
Past
May 8, 2014 - December 31, 2021
CHICAGO PARTNERS INVESTMENT GROUP LLC
RIA
CRD#: 147662
CHICAGO, IL
Past
September 10, 2003 - October 7, 2024
TOTAL PORTFOLIO MANAGEMENT, LLC
RIA
CRD#: 127596
WILMETTE, IL
Past
January 12, 1998 - August 18, 2005
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 111135
CHICAGO, IL
Past
January 15, 1996 - April 15, 2003
MESIROW FINANCIAL, INC.
BD
CRD#: 2764
CHICAGO, IL
Past
January 3, 1994 - September 29, 1997
HGT ADVISORS, INC.
BD
CRD#: 35511
Past
October 20, 1986 - October 25, 1994
H H & G SECURITIES, INC.
BD
CRD#: 13515
Past
June 24, 1983 - August 7, 1986
AETNA FINANCIAL SERVICES, INC.
BD
CRD#: 13255
Past
June 19, 1983 - August 8, 1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(1/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 8/12/1976
Non-Member General Securities ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 North Wacker Drive Suite 4075, Chicago, IL 60606
Mailing Address
Phone number
(312) 284-6363
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,713 |
| AUM (Assets Under Management) | $ 5,958,850,183 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 10/11/2024 | ||
| 03/11/2024 | ||
| 04/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
