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Lynne Whalen Calabro

Strategic Advisers LLC

Plainview, NY

Wantagh, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Wantagh, NY • 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
Fidelity Investments Garden City NY 06/2013 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → Present
    Fidelity Investments
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-23
  • S63 Uniform Securities Agent State Law Examination
    1998-01-23
Other Names
  • Lynne J Whalen
  • Lynne J Whalen-Calabro
  • Lynne J Whalen Calabro

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · PLAINVIEW, NY
CONCURRENT INVESTMENT ADVISORS, LLC · Plainview, NY
CITIGROUP GLOBAL MARKETS INC. · PLAINVIEW, NY
LPL FINANCIAL LLC · PLAINVIEW, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Plainview, NY
OSAIC WEALTH, INC. · PLAINVIEW, NY
FINANCIAL BOSS · PLAINVIEW, NY
ARCAP PARTNERS LLC · PLAINVIEW, NY

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