MO
MO

Michael Edward O'toole

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M

Fee Structure

Minimum Investment:None
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Location

2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345

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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

Michael is a licensed real estate broker and may receive commissions from real estate sales outside of his firm. He also owns and manages MEO Properties, which owns a residential rental property, and may acquire other rental or investment properties.

Employment History
Current Registrations
Dai Wealth, LLC
October 2018 - Present · 7 yrs 4 mos
Dai Securities, LLCBroker
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Aei Securities, INC.Broker
June 2014 - April 2018 · 3 yrs 10 mos
State Registrations34 states
ARAZCACOCTFLGAIAIDILINKSKYLAMAMIMNMOMTNDNENMNVNYOHOKORSDTNTXUTWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.