Caroline Toniolo

from &partners
SEC regulated
Regulated Investment Advisor
Caroline Toniolo is a financial advisor based in Tennessee, Nashville, with 14 years of experience. Caroline currently works for &partners. Caroline maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Caroline Toniolo works at &partners
&partners is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $584,480,738 of assets under management and employs about 50 people. &partners uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees, commissions, performance-based fees and trans fee, service charges; 12b-1; money market trls; bdsp.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees, commissions, performance-based fees and trans fee, service charges; 12b-1; money market trls; bdsp
Office location
40 Burton Hills Blvd, Suite 350, Nashville, Tennessee, 37215

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