Charles McKenzie has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Charles McKenzie’s longest registration was 4 years at Leo Wealth, LLC (2021–2026). Before joining LEO Wealth Americas in 2026, Charles McKenzie was registered through Leo Wealth, LLC and BFT Financial Group, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearHurst, TX · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · 4 yearsIselin, NJ · Adviser representative · Firm CRD 283891
- BFT Financial Group, LLC– · 3 yearsHurst, TX · Adviser representative · Firm CRD 109121
Investment adviser representative registrations
Charles McKenzie is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 June 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2018 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Wesley McKenzie
- CRD
- 6923241
- Firm
- LEO Wealth Americas · CRD 338799
- Office
- 860 AIRPORT FREEWAY, SUITE 402, Hurst, TX 76054
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles McKenzie work?
Charles McKenzie is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Charles McKenzie a financial advisor?
Yes. Charles McKenzie has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Charles McKenzie have?
Charles McKenzie has 8 years in the financial industry, since April 2018, across 3 adviser firms.
What exams has Charles McKenzie passed?
Charles McKenzie has passed 2 licensing exams: the Series 65 and Series 63. The earliest, the Series 65, was passed in April 2018.
Where did Charles McKenzie work before LEO Wealth Americas?
Before LEO Wealth Americas, Charles McKenzie was registered through BFT Financial Group, LLC, April 2018 to January 2022.
Where is Charles McKenzie based?
Charles McKenzie’s registered office is in Hurst, TX.
Is Charles McKenzie registered with FINRA?
No. Charles McKenzie has no current broker registration.
How can I verify Charles McKenzie’s record?
Search CRD 6923241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles McKenzie’s full registration record.
