Mackenzie
Cunningham
The Colony Group, LLC
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About this Advisor
Mackenzie Cunningham is a financial advisor based in Nashville, Tennessee, working with The Colony Group, LLC. Mackenzie has previously held positions at University Of Oklahoma, Mcfarlin Memorial Umc, Wileybros Aintree Capital LLC, White House Black Market, Avondale Partners LLC, Wedbush Securities, Capfinancial Partners LLC (Captrust), Trustcore, Interocean Capital Group, LLC, and The Colony Group, LLC. Mackenzie has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Mackenzie is part of The Colony Group, LLC, which operates out of Nashville, Tennessee. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Mackenzie Cunningham Work History
The Colony Group, LLC
Interocean Capital Group, LLC
Capfinancial Partners LLC (Captrust)
Trustcore
Wedbush Securities
Avondale Partners LLC
Wileybros Aintree Capital LLC
White House Black Market
Mcfarlin Memorial Umc
University Of Oklahoma
Disclosures
Please visit the SEC profile of Mackenzie Cunningham 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 The Colony Group, LLC
Greenwich, CT
Boston, MA
Bethesda, MD
New York, NY
Babylon, NY
Boston, MA
Babylon, NY
Babylon, NY
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