Connor Francis O'toole
Investment adviser representative at Voya Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$3.9BFirm assets
32 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- O'tooles PubMar 2025 to now
- Voya Financial Advisors, Inc.Feb 2025 to now
- Fidelity InvestmentsJun 2022 to Jan 2025
- Sweezey Fence ErectorsApr 2020 to Aug 2020
- Omni Restaurant ServicesMay 2019 to Sep 2019
- The University of TampaSep 2018 to May 2022
- O'tooles PubMay 2018 to Dec 2021
- Boston Golf ClubJun 2017 to Aug 2017
- Weathervane Golf CourseJul 2016 to Sep 2019
- Weymouth High SchoolSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 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
- 7588016
- Firm CRD
- 2882