A complete list of active advisors currently associated with McKenzie Investment Advisors LLC
Warmer can help you find a great advisor at McKenzie Investment Advisors LLC or one who fits your needs even better.
McKenzie Investment Advisors LLC provides portfolio management, written financial planning, and consolidated investment reporting services primarily for institutional and pooled investment clients as well as other entities such as foundations, retirement plans, and trusts. The firm establishes individualized investment policies through client interviews and an investment‑objective questionnaire and manages accounts on a discretionary or non‑discretionary basis. The firm’s investment process blends fundamental, technical, and cyclical analysis and may employ long‑ or short‑term positions in equities, mutual funds, fixed‑income securities and, where appropriate, margin, options, structured products, and leveraged or inverse ETFs. McKenzie also delivers client financial plans, uses eMoney for comprehensive reporting that can include excluded assets, and recommends or allocates assets to third‑party investment managers as part of its services. Notably, McKenzie is affiliated with a broker‑dealer (McKenzie Investment Bank LLC) and several advisory personnel are also registered representatives of that broker‑dealer, a relationship the brochure discloses as a potential source of conflicts of interest. The firm’s practice of recommending and selecting other advisers — including the ability, when acting discretio narily, to reallocate or replace third‑party managers without consulting clients — together with its dual broker‑dealer affiliation and staff time split between advisory and broker‑dealer activities, distinguishes it from most peers in this category.
To learn more about the advisors currently working at McKenzie Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Guaynabo, PR
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")