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Gregory Orlo Mackenzie

Investment Adviser Representative at ADVANCE CAPITAL MANAGEMENT INC

Southfield, MICRD #2773352Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/20/2009
Series 65
Uniform Investment Adviser Law Examination
Passed 7/13/1998
SIE
Securities Industry Essentials Examination
Passed 12/31/2016
Series 7
General Securities Representative Examination
Passed 10/18/2005
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 3/29/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/9/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.00%
Next $500,0000.80%
Over $1,000,0000.65%
Source

Advance Capital Management Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ADVANCE CAPITAL MANAGEMENT INCCurrent
2/9/2010Southfield, MI
ADVANCE CAPITAL SERVICES, INC.
10/19/200512/31/2016Southfield, MI
WAYNE HUMMER INVESTMENTS L.L.C.
8/2/20004/16/2001Chicago, IL
PRUCO SECURITIES CORPORATION
9/10/19972/26/1999Newark, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Orlo Mackenzie 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.

Gregory Orlo Mackenzie - Financial Advisor in Southfield, MI | AdvisorFinder