# Sally Sulcove

> Sally Sulcove is a fee-only financial advisor at Obrien Greene & CO in Media, Pennsylvania, who holds the CFP and CFA credentials. Obrien Greene & CO reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sally-sulcove/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Obrien Greene & CO
- **Based in:** Media, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $464.3M across 355 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2769827 (https://adviserinfo.sec.gov/individual/summary/2769827)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1997)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.obriengreene.com

## Frequently asked questions

### Is Sally Sulcove a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sally holds no broker registration, and Obrien Greene & CO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sally charge for financial advice?

Sally's firm, Obrien Greene & CO, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Sally Sulcove based?

Sally Sulcove is based in Media, Pennsylvania.

### What credentials does Sally Sulcove hold?

Sally Sulcove holds the CFP and CFA credentials.

### Is Sally Sulcove registered with the SEC?

Yes. Sally Sulcove is registered as an investment adviser representative in PA (CRD 2769827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Obrien Greene & CO manage?

Obrien Greene & CO reports $464.3M across 355 accounts in assets under management.

### How do I contact Sally Sulcove?

Through Sally's website, www.obriengreene.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2769827): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.