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Tony Toska

CARDINAL WEALTH MANAGEMENT
Naples, FL 34110
Some features on this profile are disabled
CRD#: 6165133
TT

Professional summary

Tony Toska is a registered financial advisor currently at CARDINAL WEALTH MANAGEMENT located in Naples, Florida.

Tony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tony has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tony Toska'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

February 28, 2023 - Present

CARDINAL WEALTH MANAGEMENT

Office #1: 9045 Strada Stell Ct Suite 305, Naples, FL 34110
RIA
CRD#: 324753
Naples, FL
Past

June 1, 2015 - March 23, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
ESTERO, FL
Past

October 23, 2013 - March 23, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ESTERO, FL

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
Florida
(2/28/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/23/2013
General Securities Representative Examination

Current Firm

CW
CARDINAL WEALTH MANAGEMENT
CARDINAL WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT, LLC | CARDINAL WEALTH MANAGEMENT, L.L.C.

CRD#: 324753 / SEC#:

Florida
Registered Investment Advisory firm - (2/28/2023 Approved)
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Contact information

Main Address
9045 Strada Stell Ct Suite 305, Naples, FL 34110
Mailing Address
Phone number
(239) 215-1114
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 31,400,000

Red Flags

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

Company Information

CARDINAL WEALTH MANAGEMENT

CRD#: 324753Naples, FL 34110

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