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SM

Scott R. Mackenzie

PRIVATE FAMILY WEALTH ADVISORS
Atlanta, GA 30339-6401
Some features on this profile are disabled
CRD#: 2265519
SM

Professional summary

Scott Robert Mackenzie, CFP®, CIMA®, CLU®, who also goes by Scott Mackenzie, is a registered financial advisor currently at PRIVATE FAMILY WEALTH ADVISORS located in Atlanta, Georgia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Scott has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott Mackenzie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Robert Mackenzie's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2001

CIMA®

Certified Investment Management Analyst

CLU®

Chartered Life Underwriter

Experience

Current

September 7, 2023 - Present

PRIVATE FAMILY WEALTH ADVISORS

Office #1: 3350 Riverwood Pkwy Se Suite 650, Atlanta, GA 30339-6401
RIA
CRD#: 325119
Atlanta, GA
Past

March 19, 2008 - May 24, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
ATLANTA, GA
Past

March 14, 2008 - May 24, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ATLANTA, GA
Past

April 25, 1996 - March 19, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

January 4, 1996 - March 19, 2008

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

April 22, 1994 - May 25, 1995

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

August 19, 1992 - August 3, 1993

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PRIVATE FAMILY WEALTH ADVISORS
PFW ADVISORS | PRIVATE FAMILY WEALTH ADVISORS | PFW ADVISORS, LLC | PFW ADVISORS LLC; PRIVATE FAMILY WEALTH ADVISORS

CRD#: 325119 / SEC#: 801-127980

RIA
Registered Investment Advisory firm - (5/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(9/7/2023)
IAR
Texas
(2/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/25/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/19/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/11/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/16/2008
General Securities Sales Supervisor - Options Module Examination

Current Firm

PF
PRIVATE FAMILY WEALTH ADVISORS
PFW ADVISORS | PRIVATE FAMILY WEALTH ADVISORS | PFW ADVISORS, LLC | PFW ADVISORS LLC; PRIVATE FAMILY WEALTH ADVISORS

CRD#: 325119 / SEC#: 801-127980

RIA
Registered Investment Advisory firm - (5/15/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3350 Riverwood Pkwy Se Suite 650, Atlanta, GA 30339-6401
Mailing Address
Phone number
(404) 848-0950
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PFW ADVISORS 2A BROCHURE (1/20/2026)

Regulatory assets under management

Total Number of Accounts371
AUM (Assets Under Management)$ 393,214,505

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PRIVATE FAMILY WEALTH ADVISORS

CRD#: 325119Atlanta, GA 30339-6401

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