Robert James Toyer

Employer firm

Toyer Investment Advisors LLC CRD 308378

$6.50M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 03/2020
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2008 → 03/2020
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2010 → Present
  Toyer Tax Llc
  Arlington, WA
• 11/2018 → 01/2021
  All Square Mortgage
  Lake Stevens, WA
• 04/2020 → Present
  Toyer Investment Advisors Llc
  Arlington, WA
• 05/2012 → Present
  Toyer Insurance Group Llc
  Marysville, WA

Previous Registrations

• 2008-05-27 → 2020-03-06
  Cetera Investment Advisers Llc
  Everett, WA
  Marysville, WA
  Marysville, WA
  Marysville, WA
• 2007-08-14 → 2008-05-28
  Waddell & Reed
  Seattle, WA

Other Businesses

1)NAME OF OTHER BUSINESS: TOYER TAX LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX & ACCOUNTING PRACTICE ; START DATE: 12/2019 ; POSITION/TITLE/RELATIONSHIP: TAX PREPARER / BOOKKEEPER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION & ACCOUNTING SERVICES. BOOKKEEPING, PAYROLL, ; 2) SELL PROPERTY AND CASUALTY INSURANCE THROUGH TOYER INSURANCE GROUP, LLC; NOT INV REL; ARLINGTON, WA; START DATE 11/2010; 60 HRS/MTH, 30 DURING SECURITIES TRADING HRS: 3) ARLINGTON CITY COUNCIL; NOT INV REL; ARLINGTON, WA; CITY COUNCIL; CITY COUNCILMAN; START DATE 1/3/24; 15 HRS/MTH, NONE DURING SECURITES TRADING HRS:

Exams

• S66 Uniform Combined State Law Examination
  2007-08-13

Other Names

• Robert J Toyer