Mackenzie C. Macklen
Investment adviser representative at Ccm Investment Advisers, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
39 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ccm Investment Advisers, LLCOct 2025 to now
- Full-time Student (hs and College)Aug 2015 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Ccm Investment Advisers, LLC
$1.5BAssets managed
916Clients
8Advisers
39 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
- 8189489
- Firm CRD
- 105743