Sally M. Mcvey
STRATEGIC ADVISERS LLC | Financial Consultant
MILWAUKEE, WI
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CRD#: 6399644
Professional summary
Sally Martha Mcvey, who also goes by Sally Martha Whitmore, Sally Whitmore, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milwaukee, Wisconsin and FIDELITY BROKERAGE SERVICES LLC located in Brookfield, Wisconsin.
Sally is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Sally has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Biography
Coming from an immediate family of 3 generations, I understand the nuances of life stages and their importance to your unique needs. Together we will capture a picture of your goals and focus on a strategy to mesh with your lifestyle. My objective is to provide a clear course of action with confidence to follow through. Your investments can be aligned to accompany your personal values as your money has both a personal and global impact and I am happy to talk about how we can make that happen!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sally Martha Whitmore | Sally Whitmore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sally Martha Mcvey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Tufts University
Global Master of Business Administration - Business & Int'l Affairs
Marquette University
Bachelor of Arts (BA) - Economics
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16020 W Bluemound Rd Fountain Square Plaza, Brookfield, WI 53005-6009RIA
CRD#: 104555
MILWAUKEE, WI
Current
December 3, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16020 W Bluemound Road Fountain Square Plaza, Brookfield, WI 53005BD
CRD#: 7784
Brookfield, WI
Past
January 6, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BROOKFIELD, WI
Past
January 23, 2018 - October 21, 2020
OARSMAN CAPITAL, INC
RIA
CRD#: 109993
MILWAUKEE, WI
Past
September 29, 2015 - July 10, 2017
EDWARD JONES
RIA
CRD#: 250
THIENSVILLE, WI
Past
July 15, 2015 - July 10, 2017
EDWARD JONES
BD
CRD#: 250
THIENSVILLE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/14/2020)
RR
California(11/6/2025)
RR
Colorado(3/27/2023)
RR
Florida(12/4/2020)
RR
Georgia(5/22/2023)
RR
Illinois(12/23/2020)
RR
Iowa(12/23/2020)
RR
Maryland(3/4/2024)
RR
Massachusetts(3/4/2024)
RR
Michigan(1/4/2021)
RR
Mississippi(1/8/2025)
RR
New Mexico(8/25/2023)
RR
North Carolina(5/22/2023)
RR
Texas(1/8/2024)
IAR
Texas(3/31/2025)
RR
Washington(9/23/2025)
RR
Wisconsin(12/14/2020)
IAR
Wisconsin(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Milwaukee, WITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
