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Detailed Report
Caitlin Marie O'Toole
CRD#: 7294041
IA
Investment Adviser
O'TOOLE STRATEGIC INVESTMENTS LLCCRD#: 310758 900 FOX VALLEY DRIVE
SUITE 206
LONGWOOD, FL 32779
Registration History
2020202120222023202420252026IAO'TOOLE STRATEGIC INVESTMENTS LLC (CRD# 310758)2020 - Present (4 years)
License(s)

State Registrations

IA
Florida 12/7/2020
Current Registration(s)
IA
O'TOOLE STRATEGIC INVESTMENTS LLC (CRD#:310758)
900 FOX VALLEY DRIVE SUITE 206, LONGWOOD, FL 32779
Registered with this firm since 12/7/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.