Caitlin Marie 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

• 08/2014 → 05/2020
  Wekiva Elementary School
  Longwood, FL
• 07/2020 → 10/2020
  The O'TOole Group
  Longwood, FL
• 08/2020 → Present
  O'TOole Strategic Investments Llc
  Longwood, FL
• 02/2021 → Present
  The O'TOole Group
  Longwood, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-01