Scott Robert Mackenzie
Investment adviser representative at Private Family Wealth Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$393.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Private Family Wealth AdvisorsSep 2023 to now
- Pfw Advisors, LLCMay 2023 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Private Family Wealth Advisors
Legal name: Pfw Advisors, LLC
$393.2MAssets managed
138Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2265519
- Firm CRD
- 325119