O'Toole Insurance & Securities
Firm details
- Headquarters
- College Point, New York
- CRD number
- 5120
- Registered since
- March 4, 1970
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Henry Otoole
PrincipalCRD 354190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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