Camy B. Toth

SPRINGBROOK FINANCIAL

Bozeman, MT

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CRD#: 4189792

Professional summary

Camy Bronwyn Toth, CFP®, who also goes by Camy Bronwyn Portanova Miss, is a registered financial advisor currently at SPRINGBROOK FINANCIAL, LLC located in Bozeman, Montana.

Camy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Camy has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Camy Bronwyn Portanova Miss

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.

I CURRENTLY OWN AND OPERATE A BOOKKEEPING SERVICE, ALPINE BOOKKEEPING SERVICES, LLC. THIS BUSINESS IS NOT INVESTMENT-RELATED. I OPERATE THIS BUSINESS FROM MY HOME OFFICE LOCATED AT 418 WEST CURTISS ST., BOZEMAN, MT 59715. AS THE SOLE OWNER AND OPERATOR OF THIS BUSINESS I PERFORM GENERAL ACCOUNTING DUTIES (CURRENTLY FOR ONLY ONE NON-PROFIT BUSINESS) WHICH INCLUDE ACCOUNTS PAYABLE AND RECEIVABLE, PAYROLL, TAX DEPOSITS AND QUARTERLY REPORTS, GENERATE 1099S AND W-2'S, PREPARE BOARD REPORTS, AND BUDGETING. I DEVOTE APPROXIMATELY 24 HOURS PER MONTH TO THIS BUSINESS - GENERALLY DURING AFTER HOURS TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camy Bronwyn Toth'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

July 14, 2022 - Present

SPRINGBROOK FINANCIAL, LLC

RIA

CRD#: 322443

Bozeman, MT

Past

August 25, 2015 - June 27, 2022

NORTHFORK ADVISORS

RIA

CRD#: 159781

BOZEMAN, MT

Past

September 15, 2003 - February 14, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BOZEMAN, MT

Past

September 12, 2003 - February 14, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 25, 2002 - August 18, 2003

WADDELL & REED

RIA

CRD#: 866

BOZEMAN, MT

Past

July 8, 2002 - August 18, 2003

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

July 25, 2000 - March 1, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

Montana
(7/14/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/2000

General Securities Representative Examination

Current Firm

SPRINGBROOK FINANCIAL, LLC

CRD#: 322443 / SEC#:

Montana

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

Bozeman, MT

Mailing Address

Po Box 1750, Bozeman, MT 59771

Phone number

(406) 581-3668

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 25,035,285

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Camy B. Toth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Camy Bronwyn Toth's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPRINGBROOK FINANCIAL, LLC

NORTHFORK ADVISORS

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WADDELL & REED

WADDELL & REED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2002

Series 7

Date: 7/24/2000

Current Firm

SPRINGBROOK FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SPRINGBROOK FINANCIAL, LLC

TRUST BUT VERIFY

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