Colin Mackey, financial advisor Sacramento CA
93 score

Colin Mackey

CRD Number: 5509048
Current Firm: Strategic Advisers, Inc.

Colin Mackey (CRD# 5509048) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Sacramento, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Jun 2010 - Current 6
Mb2ventrues LLC Salt Lake City, UT Sep 2008 - Jun 2010 1
Mass Mutual Salt Lake City, UT Apr 2009 - Mar 2010 < 1
Goldman Sachs Salt Lake City, UT Apr 2008 - Jul 2008 < 1
Expeditors International Salt Lake City, UT Mar 2008 - Apr 2008 < 1
Ifreedom Direct Salt Lake City, UT May 2007 - Feb 2008 < 1
University Of Utah Salt Lake Citu, UT Jun 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Colin O. Mackey
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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