DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst31 years in industry

ROBERT EDWIN TOOMEY

Advisor at NORTHWEST ASSET MANAGEMENT

Sammamish, WA | MERCER ISLAND, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:80dffebd-3ce7-291f-2921-0bf4ed48e98e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTHWEST ASSET MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 13, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S65
First exam: Jun 13, 1995
First registration: Mar 19, 2001
Dual registered: no
Other names: BOB TOOMEY|ROBERT E TOOMEY
IAPD individual key: 1731557

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTHWEST ASSET MANAGEMENT	Independent wealth	Sep 5, 2024	n/a	yes	Sammamish, WA\|MERCER ISLAND, WA	Current employment
S. R. SCHILL & ASSOCIATES, INC.	Independent wealth	Jun 6, 2011	Sep 17, 2024	no	MERCER ISLAND, WA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Jul 1, 2008	Jun 7, 2011	no	REDMOND, WA	Previous registration
EK RILEY ADVISORS, LLC	n/a	May 9, 2005	Jun 15, 2007	no	SEATTLE, WA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Mar 19, 2001	May 20, 2005	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S. R. SCHILL & ASSOCIATES, INC.	NORTHWEST ASSET MANAGEMENT	Sep 17, 2024	Sep 5, 2024	-12	Firm change	RIA to RIA
D.A. DAVIDSON & CO.	S. R. SCHILL & ASSOCIATES, INC.	Jun 7, 2011	Jun 6, 2011	-1	Firm change	Other
EK RILEY ADVISORS, LLC	D.A. DAVIDSON & CO.	Jun 15, 2007	Jul 1, 2008	382	Firm change	Other
RBC CAPITAL MARKETS, LLC	EK RILEY ADVISORS, LLC	May 20, 2005	May 9, 2005	-11	Firm change	Other

Relationships

Registered with (5)

→ NORTHWEST ASSET MANAGEMENTRegistered adviserregistration: current employment
Sep 5, 2024 to presentfactForm ADV
→ S. R. SCHILL & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 6, 2011 to Sep 17, 2024factForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Jul 1, 2008 to Jun 7, 2011factForm ADV
→ EK RILEY ADVISORS, LLCRegistered adviserregistration: previous registration
May 9, 2005 to Jun 15, 2007factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Mar 19, 2001 to May 20, 2005factForm ADV

Dated events

Occurred
Sep 17, 2024
Advisor changed firm
Robert Edwin Toomey left S. R. Schill & Associates, Inc. for Northwest Asset Management (registered 2024-09-05)
Form ADVobserved 5 days ago