Mackenzie
Richards

Sk Wealth Management, LLC

CRD#6031168
Investment Advisor
in Providence, RI

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About this Advisor

Mackenzie Richards is a financial advisor based in Providence, Rhode Island, working with Sk Wealth Management, LLC. Mackenzie has previously held positions at Wells Fargo Advisors, LLC, Lpl Financial LLC, Citizens Securities, Inc, Commonwealth Financial Network, and Stratos Wealth Partners. Mackenzie has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Mackenzie is part of Sk Wealth Management, LLC, which operates out of Providence, Rhode Island. The firm has 6 employees and manages assets totaling $429.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Sk Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Holden St
Providence, RI 02908-5757

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Sk Wealth Management, LLC Brokerage Details

Total Assets Under Management

$429,197,000

RI Average: $2,813,243,532
Total Number of Employees

6

RI Average: 18
Total Number of Accounts

326

RI Average: 609
Average Account Size

$1,316,555

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Mackenzie Richards Work History

2018 - Present (6 years)

Commonwealth Financial Network

2017 - 2018 (1 year)

Citizens Securities, Inc

2015 - 2017 (2 years)

Lpl Financial LLC

2015 - 2016 (1 year)

Stratos Wealth Partners

2013 - 2015 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Mackenzie Richards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sk Wealth Management, LLC

Mackenzie Richards
Providence, RI
Andrew Cayer
Providence, RI
Jason Archambault
Providence, RI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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