Mackenzie Peeler, financial advisor Boston MA

Mackenzie Peeler

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mackenzie D. Peeler
Phone Number: 617-422-4700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    93,965
    MILLIONS
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $462,883,542
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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