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Edward Robert Toole

Toole Financial

Longmeadow, MA

CRD 7988354

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Employer firm

Toole Financial CRD 333200

18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Toole Financial

Longmeadow, MA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-23
MA RA APPROVED 2025-01-23
  • CA RA
    APPROVED
    Since 2025-04-23
  • MA RA
    APPROVED
    Since 2025-01-23

Branch Locations

Longmeadow, MA • 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
Toole Financial, Llc Longmeadow MA 09/2024 Present
Ymca Retirement Fund New York NY 06/2015 01/2025
  • 09/2024 → Present
    Toole Financial, Llc
    Longmeadow, MA
  • 06/2015 → 01/2025
    Ymca Retirement Fund
    New York, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

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