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Robert J. Toyer

TOYER INVESTMENT ADVISORS
Arlington, WA
Some features on this profile are disabled
CRD#: 5103720
RT

Professional summary

Robert James Toyer, who also goes by Robert J Toyer, is a registered financial advisor currently at TOYER INVESTMENT ADVISORS LLC located in Arlington, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert J Toyer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Toyer'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®
None

Experience

Current

June 11, 2020 - Present

TOYER INVESTMENT ADVISORS LLC

RIA
CRD#: 308378
Arlington, WA
Past

May 27, 2008 - March 6, 2020

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MARYSVILLE, WA
Past

May 27, 2008 - March 6, 2020

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
MARYSVILLE, WA
Past

August 14, 2007 - May 28, 2008

WADDELL & REED

RIA
CRD#: 866
BELLINGHAM, WA
Past

July 12, 2007 - May 28, 2008

WADDELL & REED

BD
CRD#: 866
BELLINGHAM, WA

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
Washington
(6/11/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2007
General Securities Representative Examination

Current Firm

TI
TOYER INVESTMENT ADVISORS LLC
TOYER INSURANCE GROUP LLC | TOYER INVESTMENT ADVISORS LLC

CRD#: 308378 / SEC#:

Washington
Registered Investment Advisory firm - (6/11/2020 Approved)
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Contact information

Main Address
Arlington, WA
Mailing Address
Phone number
(425) 760-3395
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts70
AUM (Assets Under Management)$ 5,000,000

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.

Company Information

TOYER INVESTMENT ADVISORS LLC

CRD#: 308378Arlington, WA

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