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Gavin O'TOole

Strategic Advisers LLC

Mount Pleasant, SC

Charleston, SC

CRD 4166293

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-04-03
TX RA APPROVED 2025-04-03
  • SC RA
    APPROVED
    Since 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

75 Port City Landing Suite 410, Mount Pleasant, SC 29464-1871 • United States

Charleston, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Advisers Boston MA 07/2012 12/2024
Fidelity Investments Mount Pleasant SC 12/2024 Present
  • 07/2012 → 12/2024
    Strategic Advisers
    Boston, MA
  • 12/2024 → Present
    Fidelity Investments
    Mount Pleasant, SC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-20
  • S63 Uniform Securities Agent State Law Examination
    2025-03-20
Designations
  • Chartered Financial Analyst
Other Names
  • Gavin Christopher O'TOole
  • Gavin Christopher Otoole
  • Gavin Otoole

View on SEC IAPD

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