Lynne Whalen Calabro

CRD 2616216 · Fidelity Brokerage Services LLC · Plainview, NY

IA RegisteredBroker

Also appears in the source record as: Lynne J Whalen; Lynne J Whalen Calabro; Lynne J Whalen-Calabro

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 55Series 7Series 9Series 10Series 24Series 4Series 63
Registered states (8): Florida · Massachusetts · Nevada · New York · Texas · Utah · Virginia · Washington
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Plainview, NY · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Plainview, NY · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Garden City, NY · IA capacity

Dec 4, 2018 → Mar 31, 2025
Grace Financial Group LLC
Southhampton, NY · BC capacity

May 29, 2007 → Jun 25, 2013
Windham Securities, Inc.
New York, NY · BC capacity

Mar 20, 2006 → May 2, 2007
Sgi, LLC
New York, NY · BC capacity

Apr 22, 2005 → Apr 7, 2006
Carlin Equities Corp.
New York, NY · BC capacity

Feb 13, 2004 → Apr 26, 2005
Worldco, L.L.C.
New York, NY · BC capacity

Jan 8, 1998 → Mar 27, 2003
Shamus Group, Inc.
BC capacity

Aug 13, 1997 → Oct 30, 1997

Source & corrections

Where this page comes from

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