Scott R. Mackenzie
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Robert Mackenzie's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
September 7, 2023 - Present
PRIVATE FAMILY WEALTH ADVISORS
Office #1: 3350 Riverwood Pkwy Se Suite 650, Atlanta, GA 30339-6401March 19, 2008 - May 24, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
March 14, 2008 - May 24, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 25, 1996 - March 19, 2008
TRUIST INVESTMENT SERVICES, INC.
January 4, 1996 - March 19, 2008
TRUIST INVESTMENT SERVICES, INC.
April 22, 1994 - May 25, 1995
TRUIST INVESTMENT SERVICES, INC.
August 19, 1992 - August 3, 1993
EDWARD JONES
Primary Firm SEC Registration
PRIVATE FAMILY WEALTH ADVISORS
CRD#: 325119 / SEC#: 801-127980
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/7/2023)
(2/27/2025)
Exams
Current Firm
PRIVATE FAMILY WEALTH ADVISORS
CRD#: 325119 / SEC#: 801-127980
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 378 |
| AUM (Assets Under Management) | $ 385,949,930 |
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.
