Sean Michael O'TOole

Employer firm

O'tOole Strategic Investments LLC CRD 310758

$12.1M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  O'TOole Strategic Investments Llc
  Longwood, FL
• 03/2011 → Present
  The O'TOole Group
  Longwood, FL

Other Businesses

The O'Toole Group; Investment related: Yes; Address: Longwood, Florida Nature: Insurance; Position: Licensed Insurance Agent & Broker; Start: 03/2011; hours/month, during securities trading: 100; Duties: Insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-04
• S63 Uniform Securities Agent State Law Examination
  2008-02-21

Other Names

• Sean O'TOole