Connor MacKenzie has been an investment adviser representative at Financial Alternatives since December 2025, and is not listed among the firm’s executive officers or direct owners.
Financial Alternatives, Inc. is a La Jolla, CA firm with $615M under management, 271 clients and 7 advisers across 2 offices, as of its March 2026 filing.
- Financial Alternatives, Inc.Current– present · under a yearLa Jolla, CA · Adviser representative · Firm CRD 108245
Investment adviser representative registrations
Connor MacKenzie is registered as an investment adviser representative in 5 states. Each was approved in December 2025.
- CaliforniaSince 8 December 2025
- ColoradoSince 8 December 2025
- New YorkSince 8 December 2025
- TexasSince 8 December 2025
- WashingtonSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 October 2025 |
| SIE | Securities Industry Essentials Examination | 9 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Connor Andrew MacKenzie
- CRD
- 8188090
- Firm
- Financial Alternatives · CRD 108245
- Office
- 7825 Fay Ave, Suite 245, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Connor MacKenzie work?
Connor MacKenzie is an investment adviser representative registered through Financial Alternatives, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Connor MacKenzie a financial advisor?
Yes. Connor MacKenzie has a current investment-adviser registration in California, Colorado, New York, Texas and Washington, through Financial Alternatives since December 2025.
How many years of experience does Connor MacKenzie have?
Connor MacKenzie has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Connor MacKenzie passed?
Connor MacKenzie has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Connor MacKenzie based?
Connor MacKenzie’s registered office is in La Jolla, CA.
Is Connor MacKenzie registered with FINRA?
No. Connor MacKenzie has no current broker registration.
How can I verify Connor MacKenzie’s record?
Search CRD 8188090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor MacKenzie’s full registration record.