AM
Alpheus C. Mckenzie Hertell
MCKENZIE INVESTMENT ADVISORS LLC
Guaynabo, PR 00968-3343
Some features on this profile are disabled
CRD#: 4978393
AM
Professional summary
Alpheus Cameron Mckenzie Hertell, who also goes by Cameron Mckenzie, Alpheus Cameron Mckenzie, is a registered financial advisor currently at MCKENZIE INVESTMENT ADVISORS LLC located in Guaynabo, and MCKENZIE SECURITIES LLC located in Guaynabo, .
Alpheus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Alpheus has worked at 2 firms and has passed the Series 66, Series 99TO, Series 79TO, Series 7TO, SIE, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cameron Mckenzie | Alpheus Cameron Mckenzie
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.
1. McKenzie & Associates, LLC, San Juan PR, Consulting, 80-120 hours/month during securities trading hours. 2. McKenzie Holdings LLC; San Juan, PR; Holding Company for B/D; Member; Started 10/20/2020; Member; approx. 5 hour per month after securities trading hours. 3. PR Special Situation Fund I LLC; San Juan, PR; Dormant Company; Member; Start Date 8/11/2021; less than 1 hour per month after securities trading hours; managing member. 4. PR Special Situation Fund II LLC; San Juan, PR; Dormant Company; Member; Start Date 8/11/2021; less than 1 hour per month after securities trading hours; managing member. 5. Medical Capital Solutions, L.L.C., Non-Investment related business, 530 Av. de la Constituci�n, San Juan, 00901, Medical receivables factoring, President, started June 22, 2022, 10 hours/month, 0 hours/month during securities trading hours, Executive oversight. 6. Position of Honorary Consul of Japan in Puerto Rico, 208 Ave Luis Mu�oz Rivera, Suite 1029, San Juan, PR, 00966, Non-investment related, The nature of the other business: Serving as Honorary Consul for the country of Japan in Puerto Rico. Started March 1, 2023, 20 hours/month, 2 hrs/month during securities trading hours, To protect the interest of Japan and Japanese residents as well as to promote cultural exchanges between Japan and Puerto Rico. 7. International Chamber of Commerce, Non-Investment related, 33-43 avenue du Pr�sident Wilson, 75116 Paris, France, Chamber of commerce, Executive Board Member, started 7/20/2023, 5 hrs/month outside of securities trading hours. 8. McKenzie CFO, LLC, Non-Investment related, 208 Ave. Luis Munoz Rivera, Suite 1029, San Juan, P.R., 00966, Nature, Fintec development firm, started 6/15/2023, 10 hrs/month outside of securities trading hours, President and CEO. 9. Puerto Rico Chamber of Commerce, Non-Investment related, Chamber of Commerce Board Member, 4 hours/month, 1 hour/month during securities trading hours 10. Baldwin School of Puerto Rico, Non-Investment related, High School Board Member, 4 hours/month, 1 hour/month during securities trading hours 11. Cuerpo Consular de Puerto Rico, Non-Investment related, P.O. BOX 367614, SAN JUAN PR 00936, Association of Consuls of Puerto Rico, Member of the Board, Started 9/29/2025, 4 hours/month, 1 hour/month during securities trading hours, Attend meetings, opine and steer the consular corps. 12. Puerto Rico Chamber of Commerce, Non-Investment related, Miramar Plaza, 954 Av. Juan Ponce de Le�n, STE 406, Suite, San Juan, 00907, Chamber of Commerce, President of the FACES Committee, Started 8/29/2025, 4 hours/month, 1 hour/month during securities trading hours, Coordinating the committee and organizing events and trips.
CRS (Client Relationship Summary) - RIA
Click below to view Alpheus Cameron Mckenzie Hertell's 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®
NoneExperience
Current
April 11, 2022 - Present
MCKENZIE INVESTMENT ADVISORS LLC
Office #1: T-mobile Center - B7 Calle Tabonuco Ste 1605, Guaynabo, PR 00968-3343RIA
CRD#: 313635
Guaynabo, PR
Current
June 25, 2021 - Present
MCKENZIE SECURITIES LLC
Office #1: T-mobile Center - B7 Calle Tabonuco Suite 1605, Guaynabo, PR 00968-3343Office #2: 369 Lexington Ave. 3rd Fl, New York, NY, 10017Office #3: T-mobile Center - B7 Calle Tabonuco Suite 1605, Guaynabo, PR 00968-3343BD
CRD#: 310913
Guaynabo, PR
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/1/2021)
RR
Connecticut(7/30/2021)
RR
District of Columbia(10/20/2021)
RR
Florida(10/25/2021)
RR
Georgia(7/6/2021)
RR
Illinois(12/9/2021)
RR
Massachusetts(7/6/2021)
RR
New York(7/15/2021)
RR
Puerto Rico(6/30/2021)
IAR
Puerto Rico(4/11/2022)
RR
Texas(7/6/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 12/28/2020
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 11/13/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MCKENZIE INVESTMENT ADVISORS LLC
MCKENZIE INVESTMENT ADVISORS LLC
CRD#: 313635 / SEC#:
Puerto Rico
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Contact information
Main Address
T-mobile Center - B7 Calle Tabonuco Ste 1605, Guaynabo, PR 00968-3343
Mailing Address
Phone number
(787) 671-4763
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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