Veronica Parker Mackey
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Axia Wealth Advisors/raymond JamesAug 2024 to Jun 2026
- Tilly, Inc.Nov 2021 to Aug 2024
- Flying Rabbit AdventuresMay 2021 to Feb 2022
- Parallel Financial/fiduciary AllianceNov 2018 to Jun 2021
- Mill Town PlayersSep 2017 to Oct 2018
- UnemployedMar 2017 to Sep 2017
- The Ps Group/consoliated PlanningJun 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5057135
- Firm CRD
- 104555