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AM

Alpheus C. Mckenzie Hertell

MCKENZIE INVESTMENT ADVISORS
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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

April 11, 2022 - Present

MCKENZIE INVESTMENT ADVISORS LLC

Office #1: T-mobile Center - B7 Calle Tabonuco Ste 1605, Guaynabo, PR 00968-3343
RIA
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 00968-3343
BD
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
RR
IAR
Series 66
Date: 6/11/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/28/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/13/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/22/2020
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/8/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MCKENZIE INVESTMENT ADVISORS LLC
MCKENZIE INVESTMENT ADVISORS LLC

CRD#: 313635 / SEC#:

Puerto Rico
Registered Investment Advisory firm - (4/5/2022 Approved)
PREMIUM
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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

Documents

Latest Form ADV

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

MCKENZIE INVESTMENT ADVISORS LLC

CRD#: 313635Guaynabo, PR 00968-3343

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