Sally
Sulcove
Obrien Greene & Co Inc
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About this Advisor
Sally Sulcove is a certified financial planner and chartered financial analyst based out of Media, Pennsylvania with a total of 19 years of relevant experience. Sulcove is an employee of Obrien Greene & Co Inc. They have worked at Obrien Greene & Co Inc for their total career. Sulcove has a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Pennsylvania. Obrien Greene & Co Inc is a financial advisory business that has its headquarters in Media, PA. It has a total of six people on staff. It administers $377 million in assets among its 347 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 347 accounts, 51% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually vary depending on the type of financial services provided. However, fees billed by Obrien Greene & Co Inc likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Obrien Greene & Co Inc Brokerage Details
$377,170,155
6
347
$1,086,946
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Sally Sulcove Work History
Sally has been registered as a financial advisor for 19 years.*
O'Brien Greene & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sally Sulcove to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Obrien Greene & Co Inc
Media, PA
Media, PA
Media, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
