Rachel
Toscano
Agw Capital Advisors
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About this Advisor
Rachel Toscano is a financial advisor operating out of Tampa, Florida with a total of 1 year of relevant experience. Toscano currently works for Agw Capital Advisors. During their career, the advisor has held roles at Charles Schwab & Co., Inc, Canal Park Lodge, Benedictine Health System, Walt Disney Company, Full Time Student, Duluth East High School, Campus Fuze, Agw Capital Advisors and Student. Toscano maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida. Agw Capital Advisors is a registered investment company that has its headquarters in Tampa, FL. It handles $3 billion in total assets among its 1,088 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to nine charitable organizations. Of its 1,088 client accounts, 63% are associated with high-net-worth individuals who have greater than $1 million in assets. Agw Capital Advisors offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely depend on which services the firm provides the client. However, fees billed by Agw Capital Advisors likely include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Agw Capital Advisors Brokerage Details
$2,858,777,816
15
1,088
$2,627,553
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Rachel Toscano Work History
Rachel has been registered as a financial advisor for 1 years.*
Agw Capital Advisors
Charles Schwab & Co., Inc
Full Time Student
Student
Walt Disney Company
Canal Park Lodge
Benedictine Health System
Campus Fuze
Duluth East High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rachel Toscano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Agw Capital Advisors
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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