Scott Mackenzie, financial advisor Andover NJ

Scott Mackenzie

CRD Number: 5642422
Current Firm: Oneascent Financial Services LLC

Scott Mackenzie (CRD# 5642422) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Andover, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Oneascent Financial Services Birmingham, AL Dec 2018 - Current 5
Purshe Kaplan Sterling Investments Albany, NY May 2016 - Current 7
Insight Private Advisors, LLC Flemington, NJ Nov 2014 - Dec 2018 4
Lpl Financial LLC Newton, NJ Nov 2014 - May 2016 1
Merrill Lynch Sparta, NJ Sep 2010 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Scott A. Mackenzie
Phone Number: 205-313-9142
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,789
    MILLIONS
  • Total Number of Accounts
    7,877
    ACCOUNTS
  • Average Account Value
    $227,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY

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