Emily Toto has been an investment adviser representative at Ethos Capital Management since September 2025, and is not listed among the firm’s executive officers or direct owners. Emily Toto holds a Bachelor of Arts in Economics from Boston College and a Bachelor of Science in Management from Boston College.
Ethos Capital Management, Inc. is a Newtown, PA firm with $155M under management, 181 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Emily Toto is Investment Advisor Representative and Financial Planning Associate of Ethos Capital Management, Inc. She contributes to the development of tailored financial strategies for clients. Before joining the firm she served as a Vice President at Macquarie Asset Management, where she spent six years managing a portfolio of digital infrastructure investments.
- – present · 1 yearNewtown, PA · Adviser representative · Firm CRD 313145
Investment adviser representative registrations
Emily Toto is registered as an investment adviser representative in 3 states. The first approvals date from September 2025; the most recent is Texas, in May 2026.
- New JerseySince 23 September 2025
- PennsylvaniaSince 16 September 2025
- TexasSince 8 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Emily Victoria Toto
- CRD
- 8158651
- Firm
- Ethos Capital Management · CRD 313145
- Office
- 626 SOUTH STATE STREET, Newtown, PA 18940
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ethoscapitalmgt.com
Where does Emily Toto work?
Emily Toto is an investment adviser representative registered through Ethos Capital Management, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Emily Toto a financial advisor?
Yes. Emily Toto has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Ethos Capital Management since September 2025.
How many years of experience does Emily Toto have?
Emily Toto has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Emily Toto passed?
Emily Toto passed the Series 65 in September 2025.
Where is Emily Toto based?
Emily Toto’s registered office is in Newtown, PA.
Is Emily Toto registered with FINRA?
No. Emily Toto has no current broker registration.
How can I verify Emily Toto’s record?
Search CRD 8158651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Toto’s full registration record.
