Wayne M. Sackley
Professional summary
Wayne M. Sackley, who also goes by Wayne Mark Sackley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tigard, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.
Wayne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Wayne has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wayne M. Sackley's CRS (Customer Relationship Summary).
Certified licenses
Education
Brigham Young University
Bachelor of Science (BS) - Personal Finance
1988
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224October 11, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 22, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
July 24, 2012 - October 5, 2012
EQUITABLE ADVISORS, LLC
July 24, 2012 - October 5, 2012
EQUITABLE ADVISORS, LLC
April 12, 2012 - July 26, 2012
LEGEND ADVISORY, LLC
November 16, 2011 - July 26, 2012
LEGEND EQUITIES CORPORATION
March 27, 2000 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
March 27, 2000 - October 21, 2011
VALIC FINANCIAL ADVISORS, INC.
March 28, 1996 - June 1, 2000
AON SECURITIES LLC
October 19, 1994 - March 22, 1996
FORTH FINANCIAL SECURITIES, CORPORATION
December 24, 1992 - December 31, 1998
GODWINS SECURITIES, INC.
October 2, 1990 - December 24, 1992
GODWINS SECURITIES, INC.
August 4, 1988 - October 2, 1990
CITISTREET EQUITIES LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2014)
(2/12/2021)
(10/11/2012)
(2/12/2021)
(9/29/2023)
(3/3/2017)
(1/5/2016)
(9/23/2022)
(2/12/2021)
(3/1/2024)
(4/23/2020)
(4/23/2020)
(2/8/2021)
(2/12/2021)
(10/11/2012)
(7/8/2022)
(4/23/2020)
(3/25/2023)
(10/11/2012)
(3/31/2025)
(4/23/2020)
(3/4/2022)
(4/23/2020)
(3/31/2025)
(9/20/2021)
(4/23/2020)
(10/11/2012)
(9/29/2023)
(10/8/2021)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Tigard, ORTRUST BUT VERIFY
Monitor Wayne Sackley
Get automatic monthly alerts on:
