Charles Wesley Mckenzie

Employer firm

Leo Wealth Americas, LLC CRD 338799

$512M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → 12/2017
  Texas Tech University
  Lubbock, TX
• 06/2017 → 08/2017
  Bufford Advisors
  Dallas, TX
• 08/2021 → Present
  Leogroup Wealth Solutions, Llc
  Hurst, TX
• 01/2018 → Present
  Bft Financial Group, Llc
  Hurst, TX
• 04/2026 → Present
  Leo Wealth Americas, Llc
  Hurst, TX

Previous Registrations

• 2021-08-09 → 2026-06-25
  Leo Wealth, Llc
  Edison, NJ
  Iselin, NJ
• 2018-04-06 → 2022-01-03
  Leo Brokerage, Llc
  Hurst, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-08
• S65 Uniform Investment Adviser Law Examination
  2018-04-06

Designations

• Certified Financial Planner

Other Names

• Charlie Mckenzie