Kevin Jonathan Toohey

Employer firm

Arcadia Wealth Management, LLC CRD 284925

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2013 → Present
  Fidelity Investments
  Merrimack, NH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2023 → Present
  Arcadia Wealth Management, Llc
  Manchester, NH
• 10/2023 → Present
  Arcadia Financial Group
  Manchester, NH
• 03/2022 → 03/2023
  Fidelity Investments
  Burlington, MA
• 03/2021 → 03/2022
  Fidelity Investments
  Burlington, MA
• 03/2017 → 03/2021
  Fidelity Investments
  Burlington, MA
• 03/2015 → 03/2017
  Fidelity Investments
  Burlington, MA

Previous Registrations

• 2018-07-13 → 2023-03-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-11-27 → 2018-07-13
  Strategic Advisers Llc
  Burlington, MA

Other Businesses

?the name of the other business; Life Insurance Producer ?whether the business is investment-related; Yes ?the address of the other business; 155 Dow St. STE 301 Manchester NH 03101 USA; ?the nature of the other business; Financial Planning ?your position; Financial Planning ?title, or relationship with the other business; Financial Planner ?the start date of your relationship; 2023-10-30 ?the approximate number of hours/month you devote to the other business; 160 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2017-11-15
• S63 Uniform Securities Agent State Law Examination
  2014-04-28

Designations

• Certified Financial Planner

Other Names

• Kevin Jonathan Toohey
• Kevin Jonathan Toohey
• Kevin Jonathan Toohey