John T. Torola

INTER ADVISORS LLC

Hayward, CA

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CRD#: 1619507

Professional summary

John Thomas Torola, CFP® is a registered financial advisor currently at INTER ADVISORS LLC located in Hayward, California and INTER&CO SECURITIES LLC located in Miami, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 8 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 27, Series 53 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. RENTAL PROPERTY, OMAHA, NE. - EMPLOYMENT START DATE IS 9/2012 AND TITLE IS LANDLORD/OWNER. NATURE OF BUSINESS IS RENTAL PROPERTY AND NOT INVESTMENT RELATED. # OF HOURS PER MONTH: 4. 2. OAKLAND YACHT CLUB - NOT INVESTMENT-RELATED, ALAMEDA, CA, NON-PROFIT CLUB, BOARD MEMBER, 2021, 5, 0, SERVE AS A DIRECTOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Torola's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

November 12, 2025 - Present

INTER ADVISORS LLC

RIA

CRD#: 336420

Hayward, CA

Current

April 26, 2023 - Present

INTER&CO SECURITIES LLC

Office #1: 501 Brickell Key Drive, Suite 201, Miami, FL 33131Office #3: 501 Brickell Key Drive Suite 201, Miami, FL 33131

CRD#: 317278

Miami, FL

Past

March 26, 2018 - June 22, 2022

ALPACA SECURITIES LLC

CRD#: 288202

San Mateo, CA

Past

September 16, 2016 - December 31, 2017

WEALTHFRONT ADVISERS LLC

RIA

CRD#: 148456

REDWOOD CITY, CA

Past

September 16, 2016 - December 31, 2017

WEALTHFRONT BROKERAGE LLC

CRD#: 153407

Redwood City, CA

Past

June 18, 2010 - August 29, 2016

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

April 20, 2010 - August 29, 2016

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

February 4, 1987 - July 14, 1987

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Past

February 4, 1987 - August 3, 1987

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/12/2024)

Alaska
(3/7/2024)

Arizona
(3/4/2024)

Arkansas
(2/26/2024)

California
(11/15/2023)

Colorado
(1/24/2024)

Connecticut
(2/14/2024)

Delaware
(1/12/2024)

District of Columbia
(4/3/2024)

Florida
(1/22/2024)

IAR

Florida
(11/12/2025)

Georgia
(1/12/2024)

Hawaii
(2/13/2024)

Idaho
(1/23/2024)

Illinois
(7/29/2025)

Indiana
(2/25/2025)

Iowa
(1/8/2024)

Kansas
(12/12/2023)

Kentucky
(1/8/2024)

Louisiana
(1/9/2024)

Maine
(1/23/2024)

Maryland
(3/26/2024)

Massachusetts
(3/10/2025)

Michigan
(3/5/2024)

Minnesota
(2/1/2024)

Mississippi
(1/4/2024)

Missouri
(1/9/2024)

Montana
(1/23/2024)

Nebraska
(1/26/2024)

Nevada
(1/9/2024)

New Hampshire
(2/21/2024)

New Jersey
(3/12/2024)

New Mexico
(3/15/2024)

New York
(1/7/2024)

North Carolina
(1/12/2024)

North Dakota
(2/15/2024)

Ohio
(1/23/2024)

Oklahoma
(1/9/2024)

Oregon
(2/6/2024)

Pennsylvania
(1/4/2024)

Puerto Rico
(3/31/2025)

Rhode Island
(1/4/2024)

South Carolina
(1/29/2024)

South Dakota
(1/16/2024)

Tennessee
(1/31/2024)

Texas
(1/2/2024)

Utah
(1/4/2024)

Vermont
(1/24/2024)

Virgin Islands
(10/2/2024)

Virginia
(2/1/2024)

Washington
(1/4/2024)

West Virginia
(1/30/2024)

Wisconsin
(3/6/2024)

Wyoming
(3/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 27

Date: 4/20/2017

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 1/17/2012

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 6/14/2011

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

INTER ADVISORS LLC

CRD#: 336420 / SEC#: 801-133902

RIA

Registered Investment Advisory firm - (7/18/2025 120-Day Approval)

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Contact information

Main Address

501 Brickell Key Drive Suite 202, Miami, FL 33131

Mailing Address

Phone number

(888) 305-7264

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTER ADVISORS LLC PART 2A (6/18/2025)

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.

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John T. Torola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Thomas Torola's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTER&CO SECURITIES LLC

ALPACA SECURITIES LLC

WEALTHFRONT ADVISERS LLC

WEALTHFRONT BROKERAGE LLC

WADDELL & REED

WADDELL & REED

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2010

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2011

Series 6

Date: 2/3/1987

Series 27

Date: 4/20/2017

Series 53

Date: 1/17/2012

Series 4

Date: 6/14/2011

FINRA

Current Firm

INTER ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

INTER ADVISORS LLC

TRUST BUT VERIFY

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