Best Investors Account Sign in

Mackenzie Beebe

Equitable Advisors, LLC

Windsor, CO

Greenwood Village, CO

CRD 8311731

Claim This Profile
Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-24
  • CO RA
    APPROVED
    Since 2026-08-24

Branch Locations

Windsor, CO • United States

5613 Dtc Parkway Suite 600, Greenwood Village, CO 80111 • 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
Trax Technologies Scottsdale AZ 05/2018 08/2019
Desert Mountain High School Scottsdale AZ 08/2017 05/2021
Goodwill Scottsdale AZ 05/2020 04/2021
Original Chopshop Scottsdale AZ 04/2021 08/2022
University Of Arizona Tucson AZ 08/2021 05/2025
Mackenzie Beebe - Independent Contractor Phoenix AZ 08/2023 08/2025
Winsome Marketing Windsor CO 05/2025 09/2025
Water Valley Windsor CO 07/2025 06/2026
Unemployed Windsor CO 07/2026 Present
Unemployed Phoenix AZ 07/2016 07/2017
  • 05/2018 → 08/2019
    Trax Technologies
    Scottsdale, AZ
  • 08/2017 → 05/2021
    Desert Mountain High School
    Scottsdale, AZ
  • 05/2020 → 04/2021
    Goodwill
    Scottsdale, AZ
  • 04/2021 → 08/2022
    Original Chopshop
    Scottsdale, AZ
  • 08/2021 → 05/2025
    University Of Arizona
    Tucson, AZ
  • 08/2023 → 08/2025
    Mackenzie Beebe - Independent Contractor
    Phoenix, AZ
  • 05/2025 → 09/2025
    Winsome Marketing
    Windsor, CO
  • 07/2025 → 06/2026
    Water Valley
    Windsor, CO
  • 07/2026 → Present
    Unemployed
    Windsor , CO
  • 07/2016 → 07/2017
    Unemployed
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-21
  • S66 Uniform Combined State Law Examination
    2026-05-21
Other Names
  • Mackenzie Beebe
  • Mackenzie Taylor Beebe

View on SEC IAPD

More in Windsor, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor