Kevin J. Toohey

ARCADIA WEALTH MANAGEMENT | Financial Consultant

MANCHESTER, NH 03101

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CRD#: 6182533

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.

At a Glance

Always Fiduciary

Min. Asset: Under $50K

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. 

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 name of the other business; Life Insurance Producer ?whether the business is investment-related; Yes ?the address of the other business; 155 Dow St. STE 301 Manchester NH 03101 USA; ?the nature of the other business; Financial Planning ?your position; Financial Planning ?title, or relationship with the other business; Financial Planner ?the start date of your relationship; 2023-10-30 ?the approximate number of hours/month you devote to the other business; 160 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Financial Planning

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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

State Security Law Exam

IAR

Series 66

Date: 11/15/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/28/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2014

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	2,615
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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Kevin J. Toohey

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Jonathan Toohey JR.'s CRS (Customer Relationship Summary).

Certified licenses

Education

University of New Hampshire

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ARCADIA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2017

Series 63

Date: 4/28/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2014

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCADIA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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