New England Capital Financial Advisors
40yrs
Top advisor by experience at New England Capital Financial Advisors
44yrs
Based in Cheshire, Connecticut, Edwin Toth is a fiduciary financial advisor with 44 years of industry experience. Edwin has been with LPL Financial since 2024; before that, Edwin spent a year at Osaic Wealth and 18 years at Osaic Services. Edwin holds the CFP® designation.
One of 50 advisors with offices in Cheshire, and one of 46 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top advisor by experience in Cheshire
OfficeCheshire, CT
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- Sep 2023 – Mar 2024Osaic Wealth, Inc.Previously
- 2005 – 2023Osaic Services, Inc.Previously
- Aug 2005 – Oct 2005Sunamerica Securities, Inc.Previously
- 2003 – 2005Citigroup Global Markets Inc.Previously
- 1993 – 2003UBS Financial Services Inc.Previously
Questions to ask Edwin
Tailored to Edwin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edwin
How do I contact Edwin?
Call LPL Financial at 704-733-3300 and ask for Edwin Toth. Edwin works from the Cheshire, CT office.
How long has Edwin been a financial advisor?
Edwin has been in the industry since 1982, about 44 years. Top advisor by experience in Cheshire.
What licenses does Edwin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Edwin a fiduciary?
Edwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edwin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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