Todd Toensing is a CFP-designated registered investment advisor, based in South Burlington, VT, with 36 years of industry experience.
Location
1233 Shelburne Road, Suite C-2B, South Burlington, VT, 05403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is the President of Essex Asset Management Group Inc., a registered investment advisor, and owns a commercial real estate business. He is also an insurance agent selling life and health insurance (about 10-20% of his time) and a registered representative with Hazard & Siegel, Inc. (about a quarter of his time).
Employment History
Current Registrations
Hazard & Siegel, INC.Broker
Emg
Previous Registrations
Cadaret, Grant & CO., INC.Broker
American General Securities IncorporatedBroker
Emg
Uslife Equity Sales CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
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