Jerrin M. Toomey
SC&H WEALTH
Sparks, MD 21152-9390
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CRD#: 6914493
Professional summary
Jerrin Matthew Toomey, CFP®, who also goes by Jerrin Toomey, is a registered financial advisor currently at SC&H WEALTH located in Sparks, Maryland.
Jerrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jerrin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerrin Toomey
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.
1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC. 2) WEST YORK AREA HIGH SCHOOL // NOT INVESTMENT RELATED // 1800 BANNISTER STREET; YORK, PA 17404 // HIGH SCHOOL ATHLETICS // COACH // START 8/2023 // 15 HOURS PER WEEK DURING FOOTBALL SEASON // 0 HOURS DURING TRADING HOURS // COACH FOR VARSITY FOOTBALL TEAM.
CRS (Client Relationship Summary) - RIA
Click below to view Jerrin Matthew Toomey'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®
CFP®
Start date: 2021
Experience
Current
March 7, 2018 - Present
SC&H WEALTH
Office #1: 910 Ridgebrook Road, Sparks, MD 21152-9390RIA
CRD#: 120666
Sparks, MD
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".
SW
SC&H WEALTH
SC & H CAPITAL ADVISORS, INC. | SC&H WEALTH | SC&H FINANCIAL ADVISORS, INC. | SC&H CORE
CRD#: 120666 / SEC#: 801-69985
RIA
Registered Investment Advisory firm - (3/16/2009 Approved)Maryland
Registered Investment Advisory firm - (3/23/2009 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/24/2009 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
Maryland(3/7/2018)
IAR
Pennsylvania(6/4/2020)
IAR
Virginia(9/7/2022)
Current Firm
SW
SC&H WEALTH
SC & H CAPITAL ADVISORS, INC. | SC&H WEALTH | SC&H FINANCIAL ADVISORS, INC. | SC&H CORE
CRD#: 120666 / SEC#: 801-69985
RIA
Registered Investment Advisory firm - (3/16/2009 Approved)Maryland
Registered Investment Advisory firm - (3/23/2009 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/24/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
910 Ridgebrook Road, Sparks, MD 21152-9390
Mailing Address
Phone number
(410) 403-1500
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,057 |
| AUM (Assets Under Management) | $ 1,128,274,401 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 01/02/2024 | ||
| 11/17/2022 |
Red Flags
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Company Information
SC&H WEALTH
CRD#: 120666Sparks, MD 21152-9390TRUST BUT VERIFY
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