PHILIP O'TOOLE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with BEACON FINANCIAL ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON FINANCIAL ADVISORY LLC | 2023-11-09 | present | Yes |
| FOURTH DIMENSION WEALTH, LLC | 2022-06-13 | 2023-11-16 | — |
| AMUNDI ASSET MANAGEMENT US, INC. | 2021-01-04 | 2022-05-20 | — |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | 2017-11-07 | 2020-12-31 | — |
| DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 2003-05-08 | 2004-02-24 | — |