Mckenzie R. Tonani
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mckenzie Reid Tonani, who also goes by Mckenzie Reid Oliger, was a registered financial professional .
Mckenzie is a previously registered financial professional and started their career in finance in 2018. Mckenzie had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 24, 2022 - December 4, 2024
PARCION PRIVATE WEALTH LLC
October 5, 2018 - June 2, 2022
MORGAN STANLEY
August 20, 2018 - June 2, 2022
MORGAN STANLEY
Primary Firm SEC Registration
PARCION PRIVATE WEALTH LLC
CRD#: 305115 / SEC#: 801-117477
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PARCION PRIVATE WEALTH LLC
CRD#: 305115 / SEC#: 801-117477
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,610 |
| AUM (Assets Under Management) | $ 2,528,530,625 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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