Mackenzie L. Bell
Investment Adviser Representative at Hilltop Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mackenzie L. Bell is an investment adviser representative with Hilltop Wealth Advisors, LLC in Chapel Hill, NC, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
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.
- MST FinancialNov 2019 – Oct 2024Irvine, CA
- Luca PartnersOct 2024 – Apr 2026Durham, NC
- Hilltop Wealth Advisors, LLCApr 2026 – no end date reportedChapel Hill, NC
- Better Buzz Coffee RoastersDec 2016 – Mar 2018Encinitas, CA
- Ohana CupcakesMar 2016 – Dec 2016Oceanside, CA
- California State UniversityAug 2016 – May 2019Fullerton, CA
- Northwestern Mutual Life Insurance CompanyJun 2018 – Jan 2020Milwaukee, WI
- Northwestern Mutual Investment Services LLCJun 2019 – Nov 2019Newport Beach, CA
- Chad ShawJan 2020 – Oct 2024Newport Beach, CA
- Thomas MillerAug 2020 – Oct 2024Newport Beach, CA
- Henry SladekAug 2020 – Oct 2024Newport Beach, CA
- Charles IrvinOct 2024 – Apr 2026Durham, NC
- Northwestern Mutual Investment Services, LLCOct 2024 – Apr 2026Durham, NC
- Northwestern Mutual Wealth Management CompanyDec 2021 – Apr 2026Milwaukee, WI
- William NewtonOct 2024 – Apr 2026Durham, NC
- James HuckabeeOct 2024 – Apr 2026Durham, NC
- Andrew BernsteinJan 2025 – Apr 2026Durham, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Hilltop Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
- First $1.5 million1.00%
- Next $1.5 million up to $10 million0.70%
- On balances over $10 million0.45%
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
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chapel Hill, NC
- SEC file number:
- 801-107408
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Hilltop Wealth Advisors, LLC
9 other advisors in the directory
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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. Mackenzie L. Bell 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.
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