O'Toole Insurance & Securities

Overview

O'Toole Insurance & Securities is organized as a sole proprietorship and has been registered with the SEC since 1970. The firm is owned by an individual and is listed under an unclassified regulatory category. Available records indicate the adviser does not act as a capital allocator and is not identified as an active ESG investor. It is not registered or described as a multistate adviser, a pension consultant, a related adviser, or a newly formed firm. The snapshot provided does not include details on client segments, fee arrangements, or specific advisory services.

Assets & Accounts

Location & Offices