Mackenzie Yates
CRD Number: 7419556Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mackenzie Yates (CRD# 7419556) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna, VA | Jul 2021 - Current | 2 |
| Centennial Technologies | Leesburg, VA | Jun 2021 - Jul 2021 | < 1 |
| Starbucks | Ashburn, VA | May 2021 - Jun 2021 | < 1 |
| Unemployed | Ashburn, VA | Apr 2020 - Jun 2021 | 1 |
| Titan Infrastructure Group, LLC | Ashburn, VA | Oct 2019 - Apr 2020 | < 1 |
| Extended Travel | Toronto, | Apr 2019 - Oct 2019 | < 1 |
| Dalhousie University | Halifax, | Sep 2015 - Sep 2019 | 4 |
| Atlantic Superstore | Halifax, | Sep 2016 - Apr 2019 | 2 |
| Burgundy Asset Management | Toronto, | May 2018 - Aug 2018 | < 1 |
| Blue Cross Animal Hospital | Toronto, | Oct 2012 - Sep 2017 | 4 |
| Fairmont Banff Springs | Banff, | Oct 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
- VA
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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