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Austin Patrick Toomey

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
1,302 clients
Average Client Portfolio
$208K average
Assets Under Management
$270.6M

Fee Structure

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Location

420 Center Street, 1st Floor, Wallingford, CT, 06492

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Austin is involved in tax preparation services through Toomey Investment Management. This activity takes about half of Austin's time during tax season.

Employment History
Current Registrations
Toomey Investment Management, INC
May 2019 - Present · 6 yrs 9 mos
Leigh Baldwin & CO., LLCBroker
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Toomey Investment Management, INC
January 2016 - December 2018 · 2 yrs 11 mos
Toomey Investment Management, INC
January 2014 - December 2014 · 11 mos
State Registrations3 states
CTFLMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.