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KT

Kevin J. Toohey

ARCADIA WEALTH MANAGEMENT | Financial Consultant
Manchester, NH 03101
Some features on this profile are disabled
CRD#: 6182533
KT

Professional summary

Kevin Jonathan Toohey JR., CFP®, who also goes by Kevin Jonathan Toohey Jr, Kevin Jonathan Toohey, is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT, LLC located in Manchester, New Hampshire.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

As your Financial Consultant, I will partner with you and your family to understand your unique situation and goals. Together, we will develop a personalized financial plan and identify investment strategies that aim to improve that plan in pursuit of financial piece of mind and prosperity.

Question & Answer

What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Kevin Jonathan Toohey Jr | Kevin Jonathan Toohey

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 Kevin Jonathan Toohey JR.'s CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2020

Education

University of New Hampshire

Bachelor of Business Administration - Business Law & Economics

2012

Experience

Current

October 23, 2024 - Present

ARCADIA WEALTH MANAGEMENT, LLC

Office #1: 155 Dow Street Suite 301, Manchester, NH 03101
RIA
CRD#: 284925
Manchester, NH
Past

July 13, 2018 - March 22, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

November 27, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BURLINGTON, MA
Past

March 28, 2014 - March 22, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BURLINGTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARCADIA WEALTH MANAGEMENT, LLC
ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA
Registered Investment Advisory firm - (5/14/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (6/9/2021 Terminated)
New Hampshire
Registered Investment Advisory firm - (6/9/2021 Terminated)

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
Massachusetts
(10/23/2024)
IAR
New Hampshire
(10/30/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2014
General Securities Representative Examination

Current Firm

AW
ARCADIA WEALTH MANAGEMENT, LLC
ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA
Registered Investment Advisory firm - (5/14/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (6/9/2021 Terminated)
New Hampshire
Registered Investment Advisory firm - (6/9/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
155 Dow Street Suite 301, Manchester, NH 03101
Mailing Address
Phone number
(603) 681-9190
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts2,615
AUM (Assets Under Management)$ 380,224,278

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.

Company Information

ARCADIA WEALTH MANAGEMENT, LLC

Financial ConsultantCRD#: 284925Manchester, NH 03101

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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