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Gavin Christopher O'Toole

Strategic Advisers LLC

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About Gavin Christopher O'Toole

Gavin O'Toole is a financial advisor based in Boston, MA. Gavin is registered with the state of Massachusetts. Gavin is a registered representative of Strategic Advisers LLC. Gavin has been working in the financial industry since 2000. Gavin is a Chartered Financial Analyst (CFA). Gavin's past work experience includes roles with PYRAMIS DISTRIBUTORS CORPORATION LLC, BLACKROCK INVESTMENTS, LLC, STATE STREET RESEARCH INVESTMENT SERVICES, INC., EVERGREEN INVESTMENT SERVICES, INC., and FEDERATED SECURITIES CORP.

Firm Information

Gavin O'Toole is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Gavin O'Toole’s Registration & Firm History

MA

12/21/2023 - Present

Strategic Advisers LLC (BOSTON MA)

MA

01/08/2014 - 07/23/2014

PYRAMIS DISTRIBUTORS CORPORATION LLC (BOSTON MA)

MA

09/29/2006 - 07/12/2012

BLACKROCK INVESTMENTS, LLC (BOSTON MA)

MA

06/30/2004 - 09/29/2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

NC

10/15/2001 - 06/10/2004

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

PA

06/28/2000 - 08/13/2001

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 08/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/27/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gavin Christopher O'Toole.
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