Best Investors Account Sign in

Mason W Mackenzie

Morgan Stanley

Glenview, IL

CRD 7527936

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

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

Nearby Firms

COYLE
ARIS INVESTING
GLENVIEW FINANCIAL GROUP LLC

Nearby Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY

Nearby Offices

COYLE · GLENVIEW, IL
ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL

More in Glenview, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor