Rodney O. Mackey

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 04/2017
  Unf
  Jacksonville, FL
• 05/2017 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-09-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-8004|OrgNmn:Various churches|Org Addr:Kingsland,Georgia,US|OBA Nature:Ministry|Invst Rel:N|Title:Minister|Duties:Minister and Teach the Bible|StrtDt:01-04-10|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-08-24
• S63 Uniform Securities Agent State Law Examination
  2017-06-28

Other Names

• Rodney Mackey
• Rodney O'NEal Mackey