Mackenzie Beebe
Investment adviser representative at Equitable Advisors, LLC
10 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
10 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- UnemployedJul 2026 to now
- Water ValleyJul 2025 to Jun 2026
- Winsome MarketingMay 2025 to Sep 2025
- Mackenzie Beebe - Independent ContractorAug 2023 to Aug 2025
- University of ArizonaAug 2021 to May 2025
- Original ChopshopApr 2021 to Aug 2022
- GoodwillMay 2020 to Apr 2021
- Trax TechnologiesMay 2018 to Aug 2019
- Desert Mountain High SchoolAug 2017 to May 2021
- UnemployedJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8311731
- Firm CRD
- 6627