Daniel Paul Perreault
Investment adviser representative at Toomey Investment Management, Inc
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Leigh Baldwin & Co., LLCAug 2019 to now
- Toomey Investment Management, IncFeb 2019 to now
- Park City FordJan 2016 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6523633
- Firm CRD
- 127346