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Mason W Mackenzie

Morgan Stanley

Glenview, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-13
IL RA APPROVED 2024-09-06
  • TX RA
    APPROVED
    Since 2024-09-13
  • IL RA
    APPROVED
    Since 2024-09-06

Branch Locations

2700 Patriot Boulevard Suite150, Glenview, IL 60026 • 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
Morgan Stanley Glenview IL 08/2024 Present
William Blair Chicago IL 06/2023 08/2023
Morgan Stanley Chicago IL 05/2022 07/2022
Indiana University Bloomington IN 08/2022 06/2023
Indiana University Bloomington IN 08/2023 06/2024
New Trier High School Winnetka IL 08/2016 05/2020
Indiana University Bloomington IN 07/2020 05/2022
  • 08/2024 → Present
    Morgan Stanley
    Glenview, IL
  • 06/2023 → 08/2023
    William Blair
    Chicago, IL
  • 05/2022 → 07/2022
    Morgan Stanley
    Chicago, IL
  • 08/2022 → 06/2023
    Indiana University
    Bloomington, IN
  • 08/2023 → 06/2024
    Indiana University
    Bloomington, IN
  • 08/2016 → 05/2020
    New Trier High School
    Winnetka, IL
  • 07/2020 → 05/2022
    Indiana University
    Bloomington, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-15
  • S66 Uniform Combined State Law Examination
    2023-07-15
Other Names
  • Mason W Mackenzie
  • Mason Mackenzie

View on SEC IAPD

Other Firms

COYLE
ARIS INVESTING
GLENVIEW FINANCIAL GROUP LLC
BREAKOUT PRIVATE WEALTH LLC
MERINO WEALTH MANAGEMENT
LIFEWORKS ADVISORS, LLC
SOUTH BAY FINANCIAL PARTNERS
LPL FINANCIAL LLC

Other Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY
Jenny Lee Selvaggio
WILLIAM MATTHEW PALMER
David Geoffrey Smestuen
RYAN MICHAEL JUNE
ADAM ROBERT BLONSKY

Other Offices

COYLE · GLENVIEW, IL
ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL
MERINO WEALTH MANAGEMENT · GLENVIEW, IL
LIFEWORKS ADVISORS, LLC · Glenview, IL
SOUTH BAY FINANCIAL PARTNERS · Glenview, IL
COYLE · GLENVIEW, IL

More in Glenview, IL

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