Mckenzie J. Frankel

ENTRUST FINANCIAL LLC

Wayne, PA 19087

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CRD#: 4991378

Professional summary

Mckenzie Jane Frankel, CFP®, who also goes by Mckenzie A Brush, Mckenzie Brush, Mckenzie Anne Frankel, Mckenzie Frankel, is a registered financial advisor currently at ENTRUST FINANCIAL LLC located in Wayne, Pennsylvania.

Mckenzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mckenzie has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mckenzie A Brush | Mckenzie Brush | Mckenzie Anne Frankel | Mckenzie Frankel

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) ADOPTIONS FROM THE HEART; POSITION: TREASURER; NATURE: BOARD OF DIRECTORS; INVESTMENT RELATED; NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 4; START DATE: 01/01/2013; ADDRESS: 30-31 HAMPSTEAD CIRCLE, WYNNEWOOD PA 19096; DESCRIPTION: REVIEW BALANCE SHEET AND REPORT TO THE BOARD OF DIRECTORS AND GIVE INPUT TO THE PRESIDENT TO HELP HER MAKE DECISIONS FOR THE OVERALL WELL-BEING OF THE ORGANIZATION, HELP TO CREATE FUNDRAISING ACTIVITIES, HELP TO INTERVIEW NEW BOARD MEMBERS. 2) NAWBO; POSITION: SECRETARY OF THE LOCAL CHAPTER BOARD; NATURE: SECRETARY OF BOARD; INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 10; START DATE: 05/07/2013; ADDRESS: 1231 HIGHLAND AVENUE, FORT WASHINGTON PA 19034; DESCRIPTION: LEADERSHIP OF LOCAL CHAPTER, HELP TO MAKE PROGRAMS, INCREASE MEMBERSHIP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mckenzie Jane Frankel'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: 2011

Experience

Current

March 12, 2015 - Present

ENTRUST FINANCIAL LLC

Office #1: 487 Devon Park Drive Suite 216, Wayne, PA 19087

RIA

CRD#: 174694

Wayne, PA

Past

April 7, 2011 - March 13, 2015

LINCOLN INVESTMENT

RIA

CRD#: 519

WAYNE, PA

Past

August 19, 2009 - December 31, 2010

LINCOLN INVESTMENT

RIA

CRD#: 519

WAYNE, PA

Past

August 10, 2009 - March 13, 2015

LINCOLN INVESTMENT

CRD#: 519

WAYNE, PA

Past

June 1, 2009 - August 11, 2009

MORGAN STANLEY

RIA

CRD#: 149777

TAMPA, FL

Past

June 1, 2009 - August 11, 2009

MORGAN STANLEY

CRD#: 149777

TAMPA, FL

Past

August 31, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

TAMPA, FL

Past

August 30, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

TAMPA, FL

Past

September 16, 2005 - August 29, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

TAMPA, FL

Past

August 25, 2005 - August 29, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

TAMPA, FL

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".

ENTRUST FINANCIAL LLC

ADUCAH WEALTH MANAGEMENT, LLC | ENTRUST FINANCIAL, LLC | ENTRUST FINANCIAL LLC

CRD#: 174694 / SEC#: 801-110230

RIA

Registered Investment Advisory firm - (4/3/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/10/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(3/12/2015)

IAR

Texas
(4/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/14/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/25/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/24/2005

General Securities Representative Examination

Current Firm

ENTRUST FINANCIAL LLC

ADUCAH WEALTH MANAGEMENT, LLC | ENTRUST FINANCIAL, LLC | ENTRUST FINANCIAL LLC

CRD#: 174694 / SEC#: 801-110230

RIA

Registered Investment Advisory firm - (4/3/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/10/2017 Terminated)

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Contact information

Main Address

487 Devon Park Drive Suite 216, Wayne, PA 19087

Mailing Address

Phone number

(610) 687-3515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENTRUST ADV 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	850
AUM (Assets Under Management)	$ 315,237,225

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.

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Advisor Monitoring

Firm Stability Insights

Mckenzie J. Frankel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mckenzie Jane Frankel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN INVESTMENT

LINCOLN INVESTMENT

LINCOLN INVESTMENT

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ENTRUST FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/14/2005

SIE

Date: 3/13/2015

Series 31

Date: 8/25/2008

Series 7

Date: 8/24/2005

Current Firm

ENTRUST FINANCIAL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENTRUST FINANCIAL LLC

TRUST BUT VERIFY

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