Alexys McKenzie has been CEO of San Blas Advisory since March 2022, is a control person of the firm and directly owns under 5% of it.
San Blas Advisory, Inc. is an Atlanta, GA firm with $219M under management, 665 clients and 9 advisers across 5 offices, as of its August 2026 filing.
- SB Advisory, LLCAlso current– present · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 154680
- SB Advisory, LLC– · 9 yearsAtlanta, GA · Adviser representative · Firm CRD 154680
Investment adviser representative registrations
Alexys McKenzie is registered as an investment adviser representative in Georgia, since March 2021.
- GeorgiaSince 17 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1995 |
| Series 7 | General Securities Representative Examination | 9 September 1995 |
- Name
- Compliance Officer Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexys Ulando McKenzie
- CRD
- 2642827
- Firm
- San Blas Advisory · CRD 296929
- Role
- CEO
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Alexys McKenzie work?
Alexys McKenzie has been CEO of San Blas Advisory, Inc. since March 2022, and is a control person of the firm.
Is Alexys McKenzie a financial advisor?
Yes. Alexys McKenzie has a current investment-adviser registration in Georgia.
How many years of experience does Alexys McKenzie have?
Alexys McKenzie has 31 years in the financial industry, since October 1995, across 1 adviser firm.
What exams has Alexys McKenzie passed?
Alexys McKenzie has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 14 and Series 79TO. The earliest, the Series 7, was passed in September 1995. FINRA credited Alexys McKenzie with the SIE, which began in October 2018.
Where was Alexys McKenzie previously registered as an investment adviser?
Alexys McKenzie has past investment-adviser registrations through SB Advisory, LLC, September 2011 to December 2020, across 1 firm.
Is Alexys McKenzie registered with FINRA?
Yes. Alexys McKenzie has a current broker registration, under CRD 2642827.
Source: FINRA BrokerCheck
How can I verify Alexys McKenzie’s record?
Search CRD 2642827 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alexys McKenzie’s full registration record.