Mara Mckenzie
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCFeb 2026 to now
- Panera BreadMay 2024 to Aug 2025
- Jonny's Noodle King-green Dot StablesMay 2024 to Aug 2024
- City of East LansingFeb 2024 to Aug 2024
- Holt Public SchoolsMar 2022 to Jun 2025
- EdustaffJan 2021 to Feb 2026
- KrogerMay 2020 to Jan 2022
- WalmartMay 2020 to Jan 2022
- Michigan State UniversityAug 2019 to Dec 2023
- Marcus Bar and GrillJun 2019 to Aug 2019
- National Coney IslandMay 2018 to Sep 2018
- Henry Ford Ii High SchoolSep 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8206093
- Firm CRD
- 6627