KATHLEEN O'TOOLE is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-06-04 | 2025-03-31 | — |
| CUTTER & COMPANY, INC. | 2023-05-30 | 2024-04-16 | — |