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Mackenzie S Ferrell

Investment adviser representative at Tandem Investment Advisors Inc
12 yearsExperience
1 stateRegistered in
$3.5BFirm 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 assets

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Tandem Investment Advisors IncJul 2025 to now
  2. Corten Real Estate PartnersJan 2024 to Jul 2025
  3. ActalentAug 2022 to Jan 2025
  4. West Coast Medical ResourcesJul 2021 to Dec 2021
  5. Cantina 76Jan 2020 to Jul 2022
  6. Universal Cheer AssociationMay 2019 to Aug 2019
  7. University of South CarolinaAug 2018 to May 2021
  8. HandpickedJan 2018 to Aug 2018
  9. Coastal Carolina UniversityAug 2017 to Aug 2018
  10. UnemployedJun 2017 to Aug 2017
  11. River Bluff High SchoolSep 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Tandem Investment Advisors Inc

$3.5BAssets managed
10,432Clients
12Advisers
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
8253801
Firm CRD
109392
Advisor's SEC record (opens in a new tab)
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