O'Toole Insurance & Securities

Broker-DealerFINRA MemberEst. 1970
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
College Point, New York
CRD number
5120
Registered since
March 4, 1970

Firm profile

FINTRX

Overview

O'Toole Insurance & Securities is organized as a sole proprietorship and is listed as SEC-registered since 1970. The firm is owned by an individual and is classified as unclassified in the available records. The profile flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, not registered as a multi-state adviser, not a pension consultant, and not a related adviser. The information supplied does not include descriptions of specific advisory or business activities, client segments, or fee arrangements.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Henry Otoole

    PrincipalCRD 354190

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

College Point, NY

Queens

Location

College Point, NY

Headquartered in College Point, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Queens
Address
1430 College Point Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth