David Toney
David Toney is a registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Cincinnati, OH
Get directionsHistory
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 Activities
David works as a financial professional through Cetera Financial Specialists under the name Artisian Square Financial Group, dedicating full-time hours to this. He also owns David A. Toney Financial Solutions LLC, offering tax preparation services, and co-owns DAT Properties LLC, managing rental property, which takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations2 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.