Brian Toma
Brian Toma is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brecksville, OH, with 21 years of industry experience. Brian 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
7000 Fitzwater RD, Suite 110, Brecksville, OH, 44141
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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
Brian is a partner at Freeman Heyne Schaller, selling fixed insurance products, and owner/financial advisor at Freeman Heyne Toma, LLC DBA FHT Advisors, dedicating about half his time. He also serves as a board member for ALS Foundation and is involved in several LLCs and a HOA, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations35 states
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