Unclaimed Profile

Keith Fraser Mckenzie

DELPHI PRIVATE ADVISORS, LLC·SAN DIEGO, California

Series 7, Series 31, Series 66Clean record20 years registeredDELPHI PRIVATE ADVISORS, LLC

3611 VALLEY CENTRE DRIVE, SAN DIEGO, CA 92130CRD# 4986286Firm CRD# 151135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keith Fraser Mckenzie · SAN DIEGO, CA

Registration

CRD #4986286 · DELPHI PRIVATE ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2019 – present

DELPHI PRIVATE ADVISORS

Nov 2009 – Aug 2019

SAN DIEGO, CA

ALLIANCEBERNSTEIN L.P.

Sep 2005 – Nov 2009

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · September 21, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DELPHI PRIVATE ADVISORS, LLC

CRD 151135 · SEC 801-70708

AUM

$860M

Regulatory assets under management

Employees

759 client accounts

Services offered by DELPHI PRIVATE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DELPHI PRIVATE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Keith Fraser Mckenzie offer?

Keith Fraser Mckenzie specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.

What are Keith Fraser Mckenzie's credentials?

Keith Fraser Mckenzie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Fraser Mckenzie located?

Keith Fraser Mckenzie is based in SAN DIEGO, California, working with DELPHI PRIVATE ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Keith Fraser Mckenzie charge for services?

Keith Fraser Mckenzie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DELPHI PRIVATE ADVISORS, LLC?

DELPHI PRIVATE ADVISORS, LLC has approximately 10 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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