Kathleen O'TOole

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:

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

Current Employers

Employment History

• 06/2016 → 05/2021
  Schnucks Markets
  Lake St. Louis, MO
• 06/2011 → 05/2021
  Student
  Wentzville, MO
• 06/2021 → 04/2024
  Greenbridge Wealth Advisors
  St. Peters, MO
• 05/2024 → Present
  Fidelity Investments
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Louis, MO
• 2023-05-30 → 2024-04-16
  Cutter & Company, Inc.
  Ballwin, MO
  St. Peters, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-25
• S63 Uniform Securities Agent State Law Examination
  2022-09-02

Other Names

• Kate O'TOole
• Kathleen Cleary O'TOole
• Kathleen Otoole