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Cameron Scott Mckenzie

ALTRUIST FINANCIAL
DALLAS, TX
·CRD# 7319720·5 years experience

Professional Summary

Cameron Scott Mckenzie is a registered financial advisor currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas. Cameron is registered as a RR (Registered Representative) and started their career in finance in 2021. Cameron has worked at 4 firms and has passed the Series 63, Series 99TO, Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

ALTRUIST FINANCIAL LLC·CRD# 299274
BD
300 S. Pearl Expressway Suite 250, Dallas, TX 75201
May 13, 2026 - Present
ETC BROKERAGE SERVICES, LLC·CRD# 145276
BD
Dallas, TX
July 5, 2024 - April 16, 2026
ROBINHOOD FINANCIAL, LLC·CRD# 165998
BD
Westlake, TX
January 25, 2022 - June 21, 2024
TD AMERITRADE, INC.·CRD# 7870
BD
Southlake, TX
July 2, 2021 - January 4, 2022

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Current Firm

AF
ALTRUIST FINANCIAL LLC

ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: 8-70244
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

300 S. Pearl Expressway Suite 250, Dallas, TX 75201

Mailing Address

300 S. Pearl Expressway Suite 250, Dallas, TX 75201

Phone Number

(888) 510-4660

Established

Delaware since 10/08/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER—
BAHADORI, MAZI [NMN]CEO AND CCO5749453
BRASIL DE OLIVEIRA, LUIS FERNANDOPRINCIPAL OPERATIONS OFFICER5652832
GIRALDO, ANDRES MAURICIOFINOP7097178
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(5/13/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2021About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jul 2024About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Jun 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam

Series 24 — General Securities Principal Examination

Passed May 2025About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Cameron Scott Mckenzie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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