Veronica P. Mackey
Professional summary
Veronica Parker Mackey, CFP®, who also goes by Veronica P Mackey, Veronica Parker Mackey, Veronica Mackey, Veronica Parker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greenville, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Greenville, South Carolina.
Veronica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Veronica has worked at 9 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Veronica Parker Mackey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
July 17, 2026 - Present
STRATEGIC ADVISERS LLC
Office #2: 210 South Main St, Greenville, SC 29601July 13, 2026 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 210 South Main St., Greenville, SC 29601November 21, 2024 - June 24, 2026
RAYMOND JAMES FINANCIAL SERVICES, INC.
September 6, 2024 - June 24, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 13, 2022 - July 31, 2024
TILLY, INC.
November 1, 2018 - June 30, 2021
THE FIDUCIARY ALLIANCE
July 22, 2016 - March 15, 2017
PARK AVENUE SECURITIES LLC
July 22, 2016 - March 15, 2017
PARK AVENUE SECURITIES LLC
January 6, 2012 - April 15, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 4, 2012 - April 15, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 2, 2009 - November 21, 2011
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
June 23, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 10, 2006 - November 21, 2011
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 3, 2006 - March 31, 2006
AMERIPRISE FINANCIAL SERVICES, 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
(7/14/2026)
(7/17/2026)
Exams
Series 7TO
Date: 11/20/2024
General Securities Representative ExaminationFINRA
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.
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