Sally Sulcove
Obrien Greene & CO · Media, Pennsylvania
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.
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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 | $464.3M across 355 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA · CRD 2769827 |
| Exams passed | Series 63 (1997) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.obriengreene.com |
How Sally's firm compares
- Obrien Greene & CO's average account is about $1.3 million, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Sally
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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