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Caitlin M. O'toole

O'TOOLE STRATEGIC INVESTMENTS LLC
Longwood, FL 32779
Some features on this profile are disabled
CRD#: 7294041
CO

Professional summary

Caitlin Marie O'toole is a registered financial advisor currently at O'TOOLE STRATEGIC INVESTMENTS LLC located in Longwood, Florida.

Caitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Caitlin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The O'Toole Group; investment related: Yes; Location of the business: 900 Fox Valley Drive, Suite 206 Longwood, FL 32779; Description of the business: Insurance Sales and service; Position Title: Insurance Agent; Responsibilities Duties: I have the ability to sell insurance.; Start date with business: 2020-12-19; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caitlin Marie O'toole's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 7, 2020 - Present

O'TOOLE STRATEGIC INVESTMENTS LLC

Office #1: 900 Fox Valley Drive Suite 206, Longwood, FL 32779
RIA
CRD#: 310758
Longwood, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/7/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/1/2020
Uniform Investment Adviser Law Examination

Current Firm

OS
O'TOOLE STRATEGIC INVESTMENTS LLC
O'TOOLE STRATEGIC INVESTMENTS LLC

CRD#: 310758 / SEC#:

Florida
Registered Investment Advisory firm - (12/7/2020 Approved)
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Contact information

Main Address
900 Fox Valley Drive Suite 206, Longwood, FL 32779
Mailing Address
Phone number
(407) 786-4026
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

O'TOOLE STRATEGIC INVESTMENTS LLC

CRD#: 310758Longwood, FL 32779

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