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Nicholas Mckenney

Investment adviser representative at Mach-1 Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$546.3MFirm assets
6 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Mach-1 Financial Group, LLCAug 2025 to now
  2. MercyFeb 2023 to Aug 2025
  3. Hamilton Medical CenterJun 2021 to Dec 2022
  4. TrustaffFeb 2021 to May 2021
  5. South Georgia Medical CenterAug 2018 to Jun 2021
  6. Auburn University Facilities and OperationsJan 2016 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (AR).

Mach-1 Financial Group, LLC

$546.3MAssets managed
1,566Clients
9Advisers
6 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
8208235
Firm CRD
298195
Advisor's SEC record (opens in a new tab)
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