DT
Dean V. Toscano
GPWA
Nashville, TN
Some features on this profile are disabled
CRD#: 6145732
DT
Professional summary
Dean Vincent Toscano is a registered financial advisor currently at GPWA, LLC located in Nashville, Tennessee.
Dean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Dean has worked at 2 firms and has passed the Series 66, SIE and Series 7 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. DEAN TOSCANO INSURANCE IS THE D/B/A UNDER WHICH DEAN TOSCANO CONDUCTS INDIVIDUAL AND GROUP INSURANCE SALES AND CONSULTING. SUCH BUSINESS IS CONDUCTED APPROXIMATELY 15-20 HOURS PER MONTH OR APPROXIMATELY 4-5 HOURS PER WEEK. THE BUSINESS BEGAN ON 4/15/2015 AND IS INVESTMENT RELATED. DEAN TOSCANO INSURANCE IS LOCATED AT 8780 Hester Beasley Rd, Nashville, TN 37221. 2. DEAN TOSCANO OWNS A RENTAL HOME LOCATED AT 1150b CAHAL AVE., NASHVILLE, TN; NON-INVESTMENT RELATED; HOME WAS PURCHASED IN JULY 2016; MR. TOSCANO SPENDS APPROXIMATELY 3 HOURS PER MONTH ON THIS BUSINESS; NO HOURS ARE DEVOTED DURING TRADING HOURS; DUTIES ARE RENT COLLECTION AND MAINTENANCE. 3. DEAN TOSCANO OFFERS NON-BANK LOANS TO INDIVIDUALS PURCHASING REAL ESTATE. THE LOANS ARE OFFERED BY HIMSELF PERSONNALY AND NOT THROUGH ANY OTHER ENTITY; THE BUSINESS IS CONDUCTED OUT OF HIS HOME LOCATED AT 8780 Hester Beasley Rd, Nashville, TN 37221. THE BUSINESS IS NOT INVESTMENT RELATED. MR. TOSCANO BEGAN THE BUSINESS IN 2016. MR. TOSCANO SPENDS 3-5 HOURS PER MONTH TO THE BUSINESS. HIS DUTIES INCLUDE PAYMENT COLLECTION. 4. Dean Toscano teaches Economics & Personal Finance at Renew Christian Academy located at 1101 Gardner Drive, Franklin, TN 37064. Began teaching in 2021. Non-investment related. Approximately 5 hours per week during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Dean Vincent Toscano's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Dean Vincent Toscano'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
February 24, 2015 - Present
GPWA, LLC
RIA
BD
CRD#: 170171
Nashville, TN
Current
February 23, 2015 - Present
GPWA, LLC
Office #1: 2400 Barton Ave., Nashville, TN 37212RIA
BD
CRD#: 170171
Nashville, TN
Past
October 22, 2013 - February 5, 2015
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
BRENTWOOD, TN
Past
February 24, 2013 - February 5, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
BRENTWOOD, TN
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.RR
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
RR
Florida(6/4/2015)
RR
Kentucky(4/15/2020)
RR
Tennessee(2/24/2015)
IAR
Tennessee(2/24/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GL
GPWA, LLC
GPWA, LLC | GRAMERCY PARK WEALTH ADVISORS, LLC
CRD#: 170171 / SEC#: , 8-69413
Georgia
Registered Investment Advisory firm - SEC (2/15/2023 Approved)Michigan
Registered Investment Advisory firm - SEC (11/28/2018 Terminated)Tennessee
Registered Investment Advisory firm - SEC (10/2/2013 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
2400 Barton Ave., Nashville, TN 37212
Mailing Address
2400 Barton Ave., Nashville, TN 37212
Phone number
(615) 424-2118
Established
Tennessee since 01/29/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
10
FINRA licenses (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 88,197,399 |
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.
