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Nancy Barton Fellinger

Sensible Money, LLC

Pawleys Island, SC

Scottsdale, AZ

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Current Employers
Sensible Money, Llc

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-08
SC RA APPROVED 2018-11-30
  • TX RA
    APPROVED
    Since 2021-01-08
  • SC RA
    APPROVED
    Since 2018-11-30

Branch Locations

Pawleys Island, SC • United States

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • 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
Coburn & Meredith, Inc Hartford CT 04/2009 09/2018
Sensible Money, Llc Scottsdale AZ 09/2018 Present
  • 04/2009 → 09/2018
    Coburn & Meredith, Inc
    Hartford, CT
  • 09/2018 → Present
    Sensible Money, Llc
    Scottsdale, AZ
Previous Registrations
  • 2009-04-07 → 2018-09-17
    Coburn & Meredith, Inc.
    Simsbury, CT
    Simsbury, CT
    Simsbury, CT
  • 2005-10-06 → 2009-04-07
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hartford, CT
    Hartford, CT
  • 2004-10-08 → 2005-09-07
    New England Securities
    West Hartford, CT
  • 2000-01-21 → 2004-10-29
    Osaic Fa, Inc.
    Windsor, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-26
S63 Uniform Securities Agent State Law Examination 1994-01-03
  • S65 Uniform Investment Adviser Law Examination
    1999-08-26
  • S63 Uniform Securities Agent State Law Examination
    1994-01-03
Designations
Other Names
  • Nancy B Fellinger
  • Nancy Fellinger
  • Nancy B Barton

View on SEC IAPD

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