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Tony Toska

CARDINAL WEALTH MANAGEMENT
NAPLES, FL
·CRD# 6165133·13 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

CARDINAL WEALTH MANAGEMENT·CRD# 324753
RIA
9045 Strada Stell Ct Suite 305, Naples, FL 34110
February 28, 2023 - Present
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
Estero, FL
June 1, 2015 - March 23, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Estero, FL
October 23, 2013 - March 23, 2023

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Current Firm

CW
CARDINAL WEALTH MANAGEMENT

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

CRD#: 324753
Florida
Registered Investment Advisory firm - Florida (2/28/2023 Approved)

Contact Information

Main Address

9045 Strada Stell Ct Suite 305, Naples, FL 34110

Phone Number

(239) 215-1114

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

145

AUM (Assets Under Management)

$31,400,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
IAR
Florida
(2/28/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2015About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2013About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tony Toska's CRS (Customer Relationship Summary).

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