Austin Patrick Toomey
Investment adviser representative at Toomey Investment Management, Inc
15 yearsExperience
3 statesRegistered in
$321MFirm assets
8 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
- Pension consulting
Experience
15 years in the industry.
- Toomey Investment Management, IncMay 2019 to now
- Leigh Baldwin & Co., LLCSep 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, MA).
Toomey Investment Management, Inc
$321MAssets managed
1,302Clients
3Advisers
8 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
- 5982808
- Firm CRD
- 127346