# PHILIP O'TOOLE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BEACON FINANCIAL ADVISORY LLC](https://search.stillhousedata.com/firm/174334) | 2023-11-09 | present | Yes |
| [FOURTH DIMENSION WEALTH, LLC](https://search.stillhousedata.com/firm/306703) | 2022-06-13 | 2023-11-16 | — |
| [AMUNDI ASSET MANAGEMENT US, INC.](https://search.stillhousedata.com/firm/107719) | 2021-01-04 | 2022-05-20 | — |
| [AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/138756) | 2017-11-07 | 2020-12-31 | — |
| [DWS INVESTMENT MANAGEMENT AMERICAS, INC.](https://search.stillhousedata.com/firm/104518) | 2003-05-08 | 2004-02-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4039027)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4039027.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.