Adviser and broker representative · Chestnut Investment Advisory
George Toth
CRD 1024975 · Glenside, PA
At a glance
George Toth is an investment adviser representative with Chestnut Investment Advisory in Glenside, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on George’s SEC record dates to 2011, about 15 years ago. George is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Chestnut Investment AdvisorySince June 2011Glenside, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
George’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.