O'Toole Insurance & Securities
Firm details
- Headquarters
- College Point, New York
- CRD number
- 5120
- Registered since
- March 4, 1970
Firm profile
FINTRXOverview
O'Toole Insurance & Securities is organized as a sole proprietorship and is owned by an individual. The firm has been registered with the SEC since 1970. In the dataset the firm is classified as "Unclassified." The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not list the firm's client base, fee schedule, specific business activities, or the advisory services it provides.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Henry Otoole
PrincipalCRD 354190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
College Point, NY
Queens
Location
College Point, NY
Headquartered in College Point, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Queens
- Address
- 1430 College Point Blvd
- Time zone
- ET (UTC-5)
- Office locations
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