Daniel Joseph Toledo
Investment adviser representative at Chicago Partners Investment Group LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$7.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Chicago Partners Investment Group, LLCSep 2013 to now
- Retirewise CfpDec 2022 to Mar 2023
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicago Partners Investment Group LLC
$7.5BAssets managed
2,764Clients
57Advisers
18 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
- 5544190
- Firm CRD
- 147662