Riley W. Mckenzie

ECHELON GROUP

BOISE, ID 83702

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CRD#: 7188391

Professional summary

Riley W Mckenzie is a registered financial advisor currently at ECHELON GROUP located in Boise, Idaho and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Riley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Riley has worked at 5 firms and has passed the Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.) ECHELON GROUP - 9/1/2019 - 400 W Myrtle Street, Suite 100, Boise, ID 83702 - Intern, Financial Analyst, Financial Analyst, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley W 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®

None

Experience

Current

November 7, 2024 - Present

ECHELON GROUP

Office #1: 405 West Myrtle Street #100, Boise, ID 83702

RIA

CRD#: 333195

BOISE, ID

Current

May 6, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

June 14, 2024 - November 8, 2024

OSAIC WEALTH, INC.

CRD#: 23131

BOISE, ID

Past

January 5, 2022 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

BOISE, ID

Past

January 8, 2021 - November 8, 2024

ARBOR POINT ADVISORS

RIA

CRD#: 165127

BOISE, ID

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".

ECHELON GROUP

ECHELON GROUP | ECHELON GROUP, INC.

CRD#: 333195 / SEC#: 801-131247

RIA

Registered Investment Advisory firm - (10/8/2024 Approved)

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

Idaho
(11/7/2024)

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 65

Date: 1/8/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/5/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 7/26/2021

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ECHELON GROUP

ECHELON GROUP | ECHELON GROUP, INC.

CRD#: 333195 / SEC#: 801-131247

RIA

Registered Investment Advisory firm - (10/8/2024 Approved)

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Contact information

Main Address

405 West Myrtle Street #100, Boise, ID 83702

Mailing Address

Phone number

(208) 345-9944

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	174
AUM (Assets Under Management)	$ 102,105,746

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

Riley W. Mckenzie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley W Mckenzie's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

ARBOR POINT ADVISORS

Primary Firm SEC Registration

ECHELON GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2021

SIE

Date: 1/5/2022

Series 7TO

Date: 7/26/2021

FINRA

Current Firm

ECHELON GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ECHELON GROUP

TRUST BUT VERIFY

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