Brendan Toomey
Brendan Toomey is a CFP-designated registered investment advisor at Toomey Investment Management, INC, based in Wallingford, CT, with 34 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,302 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Toomey Investment Management's fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.40% to 2.00% per year. The specific fee is negotiable and depends on factors like the complexity of your situation and the amount you invest.
Location
420 Center Street, 1st Floor, Wallingford, CT, 06492
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Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Brendan prepares tax returns as a self-employed individual for about 30 hours per week from January to April. He also spends minimal time per month on fixed insurance through Toomey Investment Management.
Employment History
Current Registrations
Toomey Investment Management, INC
Leigh Baldwin & CO., LLCBroker
Previous Registrations
Toomey Investment Management, INC
Toomey Investment Management, INC
Cadaret, Grant & CO., INC.Broker
Main Street Management CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.