Tony Tolene has been an investment adviser representative at Gilbert Greg RIA since May 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Tony Tolene’s longest registration is the current one, 6 years at Gilbert Greg RIA since 2020. Before joining Gilbert Greg RIA in 2020, Tony Tolene was registered through Infinity Financial Services and LPL Financial LLC.
- – present · 6 yearsHarrisburg, PA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 4 yearsHarrisburg, PA · Adviser representative · Firm CRD 144302
- LPL Financial LLC– · 2 yearsMechanicsburg, PA · Adviser representative · Firm CRD 6413
- PNC Investments– · 1 yearEnola, PA · Adviser representative · Firm CRD 129052
- Chase Investment Services Corp.– · under a yearNew York, NY · Adviser representative · Firm CRD 25574
Investment adviser representative registrations
Tony Tolene is registered as an investment adviser representative in Pennsylvania, since May 2020.
- PennsylvaniaSince 1 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 January 2010 |
| Series 7 | General Securities Representative Examination | 24 December 2009 |
- 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
- Tony Alan Tolene
- CRD
- 5730068
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Harrisburg, PA
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Tony Tolene work?
Tony Tolene is an investment adviser representative registered through Gilbert Greg RIA, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Tony Tolene a financial advisor?
Yes. Tony Tolene has a current investment-adviser registration in Pennsylvania, through Gilbert Greg RIA since May 2020.
How many years of experience does Tony Tolene have?
Tony Tolene has 16 years in the financial industry, since February 2010, across 5 adviser firms.
What exams has Tony Tolene passed?
Tony Tolene has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2009. FINRA credited Tony Tolene with the SIE, which began in October 2018.
Where did Tony Tolene work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Tony Tolene was registered through LPL Financial LLC, December 2013 to October 2016; PNC Investments, September 2012 to December 2013; Chase Investment Services Corp., May 2012 to September 2012.
Where is Tony Tolene based?
Tony Tolene’s registered office is in Harrisburg, PA.
Is Tony Tolene registered with FINRA?
No. Tony Tolene has no current broker registration.
How can I verify Tony Tolene’s record?
Search CRD 5730068 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tony Tolene’s full registration record.