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Sally Mcvey

Strategic Advisers LLC

Brookfield, WI

Elm Grove, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Elm Grove, WI • 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
Edward Jones St Louis MO 06/2015 07/2017
Oarsman Capital Milwaukee WI 08/2017 10/2020
Fidelity Investments Brookfield WI 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 07/2017
    Edward Jones
    St Louis, MO
  • 08/2017 → 10/2020
    Oarsman Capital
    Milwaukee, WI
  • 10/2020 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
  • 2018-01-23 → 2020-10-21
    Oarsman Capital, Inc
    Milwaukee, WI
  • 2015-09-29 → 2017-07-10
    Edward Jones
    Tempe, AZ
    Jefferson, WI
    St Louis, MO
    Thiensville, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-12-22
S66 Uniform Combined State Law Examination 2015-09-04
  • S63 Uniform Securities Agent State Law Examination
    2020-12-22
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Sally Whitmore
  • Sally Martha Whitmore

View on SEC IAPD

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