Burt Cameron Mackenzie IV
Investment Adviser Representative at Commonwealth Financial Network
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Burt Cameron MacKenzie is an investment adviser representative with Commonwealth Financial Network in Carlsbad, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Virginia.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Virginia
- Broker:
2 states and territories
California, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Terramar WealthMay 2020 – Apr 2026Carlsbad, CA
- Southern New Hampshire UniversityMay 2023 – no end date reportedHooksett, NH
- Virginia Western Community CollegeSep 2018 – no end date reportedRoanoke, VA
- Ferrum CollegeAug 2016 – May 2020Ferrum, VA
- Lynchburg UniversitySep 2017 – May 2018Lynchburg, VA
- Commonwealth Financial NetworkApr 2026 – no end date reportedWaltham, CA
- Terramar WealthApr 2026 – no end date reportedCarlsbad, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Commonwealth Financial Network
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,971
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Waltham, MA
- SEC file number:
- 801-41541
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Commonwealth Financial Network
Showing 12 of 2,971 in the directory
Similar advisors in Carlsbad, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Burt Cameron Mackenzie IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched