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Tony Toska
CARDINAL WEALTH MANAGEMENT
Naples, FL 34110
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CRD#: 6165133
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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.
I do payroll and other financial-related activities for Cardinal Law, P.A. Vice President; Cardinal Property Advisors Inc; investment related: Yes; Location: 9045 Strada Stell Ct, suite 305 Naples FL 34109 USA; Description of the business: This is an office condo that I purchased ; Responsibilities Duties: No duties; this is a commercial office purchased for personal investment purposes.; Start date with business: 2023-03-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; CFO; Cardinal Law, P.A; Investment Related: No; 9045 Strada Stell Court Naples FL 34109 USA, I am currently a part-time CFO of the Law firm.; I am doing payroll, accounting, and helping with employee benefits.; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 10 President; 346 Logan Drive LLC, Investment Related: No; 346 Logan Drive Mineral Bluff, GA 30559; Acquire vacational property for the family; Start date with business: 2024-09-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. VP; Olto LLC; 9045 Strada Court Suite 305 Naples FL 34109, Non-revenue business, but the intent is to begin developing new properties in Blue Ridge and acquiring rental properties to generate future income; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0 name; THEROASTRUSHSOCIETY.COM investment-related; no address; 16257 BORELLE CIR NAPLES Florida 34110 United States; nature business; Roast and Rush Society LLC is a specialty coffee shop focused on delivering high-quality, freshly roasted coffee in a vibrant, community-oriented atmosphere. The name suggests an emphasis on expertly roasted coffee beans ("Roast") and a fast-paced or energetic vibe ("Rush"), with "Society" implying a welcoming space for coffee enthusiasts to connect position; owner start date; 2025-06-01 hours/month devoted to business; 0 hours devoted to business during securities trading hours; 10
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®
NoneExperience
Current
February 28, 2023 - Present
CARDINAL WEALTH MANAGEMENT
Office #1: 9045 Strada Stell Ct Suite 305, Naples, FL 34110RIA
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
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CARDINAL WEALTH MANAGEMENT
CARDINAL WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT, LLC | CARDINAL WEALTH MANAGEMENT, L.L.C.
CRD#: 324753 / SEC#:
Florida
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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
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 27,990,865 |
Red Flags
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