Kevin Toohey has been an investment adviser representative at Arcadia Wealth Management since October 2024, and is not listed among the firm’s executive officers or direct owners. Kevin Toohey holds a Business degree with a concentration in business law and economics from the University of New Hampshire.
Arcadia Wealth Management, LLC is a Manchester, NH firm with $446M under management, 669 clients and 10 advisers across 2 offices, as of its August 2026 filing.
Kevin Toohey is Financial Planner of Arcadia Financial Group. He joined Arcadia Financial Group in 2023 after a decade at Fidelity Investments in Workplace and Personal Investing.
Kevin Toohey’s longest registration was 4 years at Fidelity Personal and Workplace Advisors (2018–2023). Before joining Arcadia Wealth Management in 2024, Kevin Toohey was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- – present · 2 yearsManchester, NH · Adviser representative · Firm CRD 284925
- Fidelity Personal and Workplace Advisors– · 4 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · under a yearBurlington, MA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Arcadia Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Toohey is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- MassachusettsSince 23 October 2024
- New HampshireSince 30 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 November 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 2014 |
| Series 7 | General Securities Representative Examination | 28 March 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Jonathan Toohey
- CRD
- 6182533
- Firm
- Arcadia Wealth Management · CRD 284925
- Office
- 155 DOW STREET, SUITE 301, Manchester, NH 03101
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arcadia.financial
Where does Kevin Toohey work?
Kevin Toohey is an investment adviser representative registered through Arcadia Wealth Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Toohey a financial advisor?
Yes. Kevin Toohey has a current investment-adviser registration in Massachusetts and New Hampshire, through Arcadia Wealth Management since October 2024.
How many years of experience does Kevin Toohey have?
Kevin Toohey has 10 years in the financial industry, since October 2015, across 3 adviser firms.
What exams has Kevin Toohey passed?
Kevin Toohey has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2014. FINRA credited Kevin Toohey with the SIE, which began in October 2018.
Where did Kevin Toohey work before Arcadia Wealth Management?
Before Arcadia Wealth Management, Kevin Toohey was registered through Fidelity Personal and Workplace Advisors, July 2018 to March 2023; Strategic Advisers LLC, November 2017 to July 2018.
Where is Kevin Toohey based?
Kevin Toohey’s registered office is in Manchester, NH.
Is Kevin Toohey registered with FINRA?
No. Kevin Toohey has no current broker registration.
Is Kevin Toohey a CFP?
Arcadia Wealth Management lists Kevin Toohey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Toohey’s record?
Search CRD 6182533 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Toohey’s full registration record.
