Michael Toole
Michael Toole is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Warwick, RI, with 12 years of industry experience. Michael 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
117 Metro Ctr Blvd, Ste 2008, Warwick, RI, 02886
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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
Michael is an agent/broker for Pioneer Fixed Insurance since 2016, dedicating about 10-20% of his time to fixed insurance sales. He also owns Everly Rose Financial, LLC, an expense management business, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations10 states
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