Lynne J. Whalen Calabro
Professional summary
Lynne J Whalen Calabro, who also goes by Lynne J Whalen, Lynne J Whalen Calabro, Lynne J Whalen-calabro, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wantagh, New York and FIDELITY BROKERAGE SERVICES LLC located in Plainview, New York.
Lynne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Lynne has worked at 9 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 9, Series 10, Series 24 and Series 4 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lynne J Whalen Calabro's CRS (Customer Relationship Summary).
Certified licenses
Education
SUNY, Fashion Institute of Technology
B.S., Marketing Communications - Marketing and Advertising
1991
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1551 Old Country Rd, Plainview, NY 11803-5014July 5, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1551 Old Country Road, Plainview, NY 11803December 4, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 29, 2007 - June 25, 2013
GRACE FINANCIAL GROUP LLC
March 20, 2006 - May 2, 2007
WINDHAM SECURITIES, INC.
April 22, 2005 - April 7, 2006
SGI, LLC
February 13, 2004 - April 26, 2005
CARLIN EQUITIES, LLC
January 8, 1998 - March 27, 2003
WORLDCO, L.L.C.
August 13, 1997 - October 30, 1997
SHAMUS GROUP, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/3/2023)
(10/3/2023)
(6/4/2021)
(10/3/2023)
(11/10/2023)
(7/5/2013)
(10/3/2023)
(1/6/2024)
(1/5/2016)
(1/6/2024)
(10/3/2023)
(10/8/2021)
(7/5/2013)
(7/5/2013)
(3/31/2025)
(8/13/2021)
(8/13/2021)
(6/15/2020)
(3/4/2022)
(11/7/2022)
(3/31/2025)
(4/30/2020)
(11/7/2022)
Exams
Series 55
Date: 1/25/1999
Limited Representative-Equity Trader ExamFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Wantagh, NYTRUST BUT VERIFY
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