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Mackenzie C. Gassie

Raymond James & Associates, Inc.

Atlanta, GA

CRD 7380852

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-09-24
  • GA RA
    APPROVED
    Since 2024-09-24

Branch Locations

3414 Peachtree Rd Ne Suite 550, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer University Macon GA 08/2019 05/2024
Massey Services Orlando FL 04/2023 07/2023
Raymond James & Associates, Inc. Atlanta GA 06/2024 Present
Raymond James & Associates, Inc. Winter Park FL 06/2021 07/2021
Raymond James & Associates, Inc. Orlando FL 05/2022 07/2022
Winter Park High School Winter Park FL 01/2014 08/2019
Nasa Tophat Atlanta GA 08/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
  • S66 Uniform Combined State Law Examination
    2024-08-19
Other Names
  • Mackenzie Campbell Gassie
  • Mackenzie C Gassie

View on SEC IAPD

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