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Kaitlin Mary Tobin

Strategic Advisers LLC

Nashua, NH

Somerville, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
NH RA APPROVED 2026-05-07
TX RA APPROVED 2026-05-07
  • MA RA
    APPROVED
    Since 2026-05-12
  • NH RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED
    Since 2026-05-07

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Somerville, MA • 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
Clearbridge Technology Group Billerica MA 06/2023 05/2024
Fidelity Investments Merrimack NH 08/2024 Present
Southold High School Southold NY 09/2016 06/2020
A Lure Southold NY 08/2020 09/2020
Country Corner Cafe Southold NY 05/2015 12/2016
The Giving Room Southold NY 04/2016 08/2024
1943 Pizza Bar Greenport NY 05/2019 08/2019
Umass Lowell Lowell MA 09/2020 05/2024
  • 06/2023 → 05/2024
    Clearbridge Technology Group
    Billerica, MA
  • 08/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2016 → 06/2020
    Southold High School
    Southold, NY
  • 08/2020 → 09/2020
    A Lure
    Southold, NY
  • 05/2015 → 12/2016
    Country Corner Cafe
    Southold, NY
  • 04/2016 → 08/2024
    The Giving Room
    Southold, NY
  • 05/2019 → 08/2019
    1943 Pizza Bar
    Greenport, NY
  • 09/2020 → 05/2024
    Umass Lowell
    Lowell, MA
Other Businesses

OBA-112975|OrgNmn:Bay State Lacrosse|Org Addr:Acton,Massachuse,US|OBA Nature:Club lacrosse program|Invst Rel:N|Title:Employee|Duties:Coaching on the weekends including practices and tournaments and creating practice plans.|StrtDt:09-03-25|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
S63 Uniform Securities Agent State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2026-05-04
  • S63 Uniform Securities Agent State Law Examination
    2024-11-22
Other Names
  • Kaitlin M Tobin
  • Kaitlin Tobin

View on SEC IAPD

Other Firms

INDEPENDENCE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER
Corey Patrick Burgess
Jakob Roy Zylak
MELANIE LYNN LAVIGNE
MICHAEL GEORGE CERATO
JAMES DONALD ABAGIS

Other Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
AMERIPRISE FINANCIAL SERVICES, LLC · NASHUA, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
INDEPENDENT ADVISOR ALLIANCE, LLC · Nashua, NH
EDWARD JONES · NASHUA, NH

More in Nashua, NH

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