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Todd Robert Toensing

Emg

South Burlington, VT

CRD 1991943

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Employer firm

Emg CRD 116184

$57.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Emg

1233 Shelburne Road Suite C-2B, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2007-02-05
VT RA APPROVED 1995-02-08
  • MA RA
    APPROVED
    Since 2007-02-05
  • VT RA
    APPROVED
    Since 1995-02-08

Branch Locations

1233 Shelburne Road Suite C-2B, South Burlington, VT 05403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Emg South Burlington VT 12/1995 Present
Hazard & Siegel, Inc Dewitt NY 01/2010 Present
  • 12/1995 → Present
    South Burlington, VT
  • 01/2010 → Present
    Hazard & Siegel, Inc
    Dewitt, NY
Previous Registrations
  • 1995-02-08 → 2007-01-03
    Essex Jct., VT
Other Businesses

I AM PRESIDENT OF ESSEX ASSET MANAGEMENT GROUP INC. EMG IS A REGISTERED INVESTMENT ADVISOR DOING FEE BASED ASSET MANAGEMENT AND FINANCIAL PLANNING. DOUBLE DOG DARE LLC,95 UPPER ENGLISH SETTLEMENT RD.,MARKETING,START 2003, 1HR PER MONTH, PRESIDENT; 1233 C2B,LLC, NON-INVESTMENT RELATED, COMMERCIAL REAL ESTATE, OWNER. INSURANCE AGENT, INVESTMENT RELATED, 20 HRS/MTH 20 DURING TRADING, INSURANCE SALES (LIFE & HEALTH). HAZARD & SIEGEL, INC., INVESTMENT REALTED, 5793 WIDEWATERS PKWY,#3, SYARACUSE, NY 13214, REGISTERED REPRESENTATIVE, START DATE: 01/2010, SPENDS 40 HRS/MTH, 40 DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-25
S63 Uniform Securities Agent State Law Examination 1989-11-02
  • S65 Uniform Investment Adviser Law Examination
    1996-09-25
  • S63 Uniform Securities Agent State Law Examination
    1989-11-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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