Thomas
Toth

Toth Financial Advisory Corp

CRD#1239543
Investment Advisor
in Leesburg, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Toth is a financial advisor based in Leesburg, Virginia, working with Toth Financial Advisory Corp. Thomas has previously held positions at Toth And Associates, Inc and Toth Financial Advisory Corporation. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Thomas is part of Toth Financial Advisory Corp, which operates out of Leesburg, Virginia. The firm has 18 employees and manages assets totaling $865.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Toth Financial Advisory Corp includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

608 South King Street Suite 300
Leesburg, VA 20175

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Toth Financial Advisory Corp Brokerage Details

Total Assets Under Management

$865,899,358

VA Average: $1,835,309,194
Total Number of Employees

18

VA Average: 32
Total Number of Accounts

2,133

VA Average: 1,458
Average Account Size

$405,954

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Thomas Toth Work History

1986 - Present (38 years)

Toth And Associates, Inc

1986 - Present (38 years)

Toth Financial Advisory Corporation

Disclosures

Please visit the SEC profile of Thomas Toth 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 Toth Financial Advisory Corp

Kenneth Bowen
Leesburg, VA
Alyssa Prieto
Leesburg, VA
Jordan Sorrenti
Leesburg, VA
Stephanie Muskovac
Leesburg, VA
Kevin Arbogast
Leesburg, VA
Brawn Sproul
Leesburg, VA
Thomas Bowman
Leesburg, VA
Todd Pettibon
Leesburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started