Robert J. Toyer

TOYER INVESTMENT ADVISORS LLC

Arlington, WA

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CRD#: 5103720

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.

1)NAME OF OTHER BUSINESS: TOYER WEALTH MANAGEMENT LLC DBA TOYER TAX ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX & ACCOUNTING PRACTICE ; START DATE: 12/2019 ; POSITION/TITLE/RELATIONSHIP: TAX PREPARER / BOOKKEEPER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION & ACCOUNTING SERVICES. BOOKKEEPING, PAYROLL, ; 2) SELL PROPERTY AND CASUALTY INSURANCE THROUGH TOYER INSURANCE GROUP, LLC; NOT INV REL; MARYSVILLE, WA; START DATE 11/2010; 60 HRS/MTH, 30 DURING SECURITIES TRADING HRS: 3) MARYSVILLE CITY COUNCIL; NOT INV REL; MARYSVILLE, WA; CITY COUNCIL; CITY COUNCILMAN; START DATE 1/3/12; 15 HRS/MTH, NONE DURING SECURITES TRADING HRS: 4) NAME OF OTHER BUSINESS: ALL SQUARE MORTGAGE; INVESTMENT RELATED: NO ADDRESS: 9506 4TH STREET NE, LAKE STEVENS, WA 98258; NATURE OF BUSINESS: MORTGAGE LOANS; START DATE: 10/2017; POSITION/TITLE/RELATIONSHIP: LOAN ORIGINATOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ORIGINATE MORTGAGE LOANS

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

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

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)

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: 8/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/11/2007

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	70
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.

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Robert J. Toyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Toyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOYER INVESTMENT ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/11/2007

Current Firm

TOYER INVESTMENT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOYER INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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