David
Toney

Cetera Investment Advisers LLC

CRD#4485559
Investment Advisor
in Cincinnati, OH

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About this Advisor

David Toney is a financial advisor working out of Cincinnati, Ohio who has 19 years of relevant experience. Toney is currently employed by Cetera Investment Advisers LLC. Toney has gained experience at Accountax, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Toney maintains a Series 63 license, qualifying them as a securities agent, and can operate in Ohio and Texas. Cetera Investment Advisers LLC is a business based out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It handles $33 billion in total assets between its 176,986 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. However, fees billed by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

19 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Cincinnati, OH

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

OH Average: $6,674,516,078
Total Number of Employees

3,094

OH Average: 44
Total Number of Accounts

176,986

OH Average: 2,564
Average Account Size

$188,469

OH Average: $2,603,165

Investment Advisory Services

  • Financial planning 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

David Toney Work History

David has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Cetera Financial Specialists LLC

2004 - Present (20 years)

Cetera Investment Advisers LLC

1974 - 2020 (46 years)

Accountax

*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 David Toney 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 Cetera Investment Advisers LLC

Michael Nelson
Anaheim, CA
Stuart Wilson
Athens, AL
Howard Hsieh
Irvine, CA
Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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