Makenzie Hoiney, financial advisor Cincinnati OH

Makenzie Hoiney

CRD Number: 6616951
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Makenzie Hoiney (CRD# 6616951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 5 years of experience in the finance industry.

Similar Advisors
David Wiedmeyer, financial advisor Cincinnati OH
David A. Wiedmeyer
CRD# 6626957
Prudential Financial Planning Services
Similar Advisors
Eric Aber, financial advisor Cincinnati OH
Eric M. Aber
CRD# 6428654
Renaissance Investment Management
Similar Advisors
Peter Abi-Nader, financial advisor Cincinnati OH
Peter J. Abi-Nader
CRD# 4600518
Journey Advisory Group, LLC
Company Name Location Dates Years
Bank Of America, N.a. Cincinnati, OH Jun 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Jun 2018 - Current 3
Fidelity Investments Covington, KY May 2015 - Jun 2018 3
Cabana On The River Cincinnati, OH May 2012 - Aug 2015 3
Miami University Oxford, OH Aug 2013 - May 2015 1
Chandler's Burger Bistro Cincinnati, OH Dec 2014 - Apr 2015 < 1
Buffalo Wild Wings Oxford, OH Sep 2013 - Feb 2014 < 1
Clemson University Library Depot Clemson, SC Jan 2013 - May 2013 < 1
Clemson University Clemson, SC Aug 2011 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Makenzie Hoiney
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.