Connor Andrew Mackenzie
Investment adviser representative at Financial Alternatives, Inc.
20 yearsExperience
5 statesRegistered in
$614.8MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Financial Alternatives, Inc.Apr 2025 to now
- UcsdSep 2021 to Jun 2025
- Private/public EducationSep 2006 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, NY, TX, WA).
Financial Alternatives, Inc.
$614.8MAssets managed
271Clients
6Advisers
26 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
- 8188090
- Firm CRD
- 108245