Mackenzie Edwards, financial advisor Jupiter FL

Mackenzie Edwards

CRD Number: 7155590
Current Firm: Inlet Private Wealth, LLC

Mackenzie Edwards (CRD# 7155590) is an Investment Advisor Representative working at Inlet Private Wealth, LLC in Jupiter, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Inlet Private Wealth, LLC Jupiter, FL Jul 2019 - Current 4
Inlet Private Wealth, LLC Jupiter, FL Apr 2019 - Current 5
Unemployed Jupiter, FL Jan 2019 - Mar 2019 < 1
University Of Florida Gainesville, FL Aug 2014 - Dec 2018 4
Jonathan's Landing Golf Club Jupiter, FL Aug 2013 - Aug 2018 5
Student Jupiter, FL Jul 2009 - May 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Mackenzie Edwards
Phone Number: (561) 781-0400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    467
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $2,956,862
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, MO, NY

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