ET
Edward R. Toole
TOOLE FINANCIAL
LONGMEADOW, MA
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CRD#: 7988354
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Professional summary
Edward Robert Toole is a registered financial advisor currently at TOOLE FINANCIAL located in Longmeadow, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Edward has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Robert Toole'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
January 23, 2025 - Present
TOOLE FINANCIAL
RIA
CRD#: 333200
LONGMEADOW, MA
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
California(4/23/2025)
IAR
Massachusetts(1/23/2025)
Exams
Current Firm
TF
TOOLE FINANCIAL
TOOLE FINANCIAL | TOOLE FINANCIAL LLC
CRD#: 333200 / SEC#:
California
Registered Investment Advisory firm - (4/23/2025 Approved)Massachusetts
Registered Investment Advisory firm - (1/23/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Longmeadow, MA
Mailing Address
Phone number
(347) 880-0468
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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