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 individually owned. Publicly listed firm attributes classify it as unclassified and indicate it does not operate as a capital allocator. The firm does not identify itself as an active ESG investor, is not set up as a multi-state adviser, and is not listed as a pension consultant, related adviser, or newly formed adviser in the available disclosures.
Assets & Accounts
Investments & Alternatives
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
Location
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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