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Aimee Anne Toth

Investment adviser representative at Invicta Advisors LLC
13 yearsExperience
1 stateRegistered in
$310.2MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Invicta Capital LLCSep 2024 to now
  2. Invicta Advisors LLCOct 2018 to now
  3. Three Rivers Law PartnersJun 2013 to now
  4. Invicta Capital LLCNov 2018 to Aug 2024
  5. Trustmont Advisory Group, Inc.Nov 2013 to Oct 2018
  6. Trustmont Financial Group, IncNov 2013 to Oct 2018

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (PA).

Invicta Advisors LLC

$310.2MAssets managed
1,163Clients
11Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5079628
Firm CRD
298868
Advisor's SEC record (opens in a new tab)
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