Charles W. Mckenzie

LEO WEALTH AMERICAS

HURST, TX 76054

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CRD#: 6923241

Professional summary

Charles Wesley Mckenzie, CFP®, who also goes by Charlie Mckenzie, is a registered financial advisor currently at LEO WEALTH AMERICAS, LLC located in Hurst, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Charles has worked at 3 firms and has passed the Series 63 and Series 65 exams.

At a Glance

Always Fiduciary

Aliases

Charlie 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 Charles Wesley Mckenzie'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

Experience

Current

April 15, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 860 Airport Freeway Suite 402, Hurst, TX 76054

RIA

CRD#: 338799

HURST, TX

Past

August 9, 2021 - June 25, 2026

LEO WEALTH, LLC

RIA

CRD#: 283891

ISELIN, NJ

Past

April 6, 2018 - January 3, 2022

LEO BROKERAGE, LLC

RIA

CRD#: 109121

HURST, TX

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

Texas
(4/15/2026)

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

Series 63

Date: 6/8/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/6/2018

Uniform Investment Adviser Law Examination

Current Firm

LEO WEALTH AMERICAS, LLC

CRD#: 338799 / SEC#: 801-135043

RIA

Registered Investment Advisory firm - (2/23/2026 120-Day Approval)

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Contact information

Main Address

860 Airport Freeway Suite 402, Hurst, TX 76054

Mailing Address

Phone number

(817) 354-1090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2026)

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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Charles W. Mckenzie

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Wesley Mckenzie's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEO WEALTH AMERICAS, LLC

LEO WEALTH, LLC

LEO BROKERAGE, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/8/2018

Series 65

Date: 4/6/2018

Current Firm

LEO WEALTH AMERICAS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

LEO WEALTH AMERICAS, LLC

TRUST BUT VERIFY

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