SALLY MCVEY is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-01-06 | 2025-03-31 | — |
| OARSMAN CAPITAL, INC | 2018-01-23 | 2020-10-21 | — |
| EDWARD D. JONES & CO., L.P. | 2015-09-29 | 2017-07-10 | — |