Mackenzie PeelerCRD Number: 6219659
Current Firm: Amundi Asset Management Us, Inc.
Mackenzie Peeler (CRD# 6219659) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Amundi Pioneer Asset Management, Inc.||Boston, MA||Jul 2017 - Current||4|
|Pioneer Investments||Boston, MA||Apr 2017 - Jul 2017||< 1|
|Unemployed||Greenwich, CT||Jan 2017 - Mar 2017||< 1|
|Merrill Lynch||Washington, DC||Sep 2016 - Dec 2016||< 1|
|Vineyard Vines||Washington, DC||Aug 2014 - Dec 2016||2|
|George Washington University||Washington, DC||Aug 2012 - Dec 2016||4|
|Merrill Lynch||New York, NY||Jun 2015 - Aug 2015||< 1|
|Merrill Lynch||New York, NY||Jun 2014 - Aug 2014||< 1|
|Merrill Lynch||New York, NY||Jun 2013 - Aug 2013||< 1|
|Greenwich Country Day School Camp||Greenwich, CT||Jun 2012 - Aug 2012||< 1|
|The Gunnery||Washington, CT||Sep 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S66||NASAA Uniform Combined State Law Examination||Jan 2018|
Total Assets Under Management93,965MILLIONS
Total Number of Accounts203ACCOUNTS
Average Account Value$462,883,542
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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