Areas of Practice
Tax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$5.6M
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Location

1541 the Alameda, Suite B, San Jose, CA, 95126-2311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Toby works as a tax preparer for Koehler & Associates CPAs since 2000. He is also an investment advisor representative for Sterling Advisory Services LLC since 2014.

Employment History
Current Registrations
Sterling Advisory Services, LLC
February 2014 - Present · 12 yrs
Previous Registrations
Dynamic Wealth Strategies, LLC
March 2016 - March 2022 · 6 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Toby Koehler - Financial Advisor | TrueAdvisor