Earl Robert Mckenzie

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: INSURANCE, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: 12/07/2011, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC; 2. NAME OF OTHER BUSINESS: MCKENZIE WEALTH ADVISORY, INVESTMENT RELATED: YES, ADDRESS: 503B STILLWELLS CORNER ROAD, FREEHOLD, NEW JERSEY 07728, NATURE OF BUSINESS: USING WEBSITE TO PROMOTE AND SERVICE BUSINESS, START DATE: 1/1/13, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: N/A, APX NUMBER OF HOURS DURING TRADING HOURS: N/A, BRIEF DESCRIPTION OF DUTIES: N/A; 3. MONMOUTH COUNTY DISTRICT FEE ARBITRATION COMMITTEE, NOT INVESTMENT RELATED, 1540 HIGHWAY 138, WALL TOWNSHIP, NJ 07719, REVIEW LEGAL FEE ARBITRATION COMPLAINTS, START 08/2013, ~1HR/WK (NON TRADING HOURS), VOLUNTEER MEMBER, NON-LEGAL PROFESSIONAL TO PROVIDE UNBIASED OPINION;

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-09

Designations

• Certified Financial Planner