Mackenzie S Ferrell
Investment Adviser Representative at Tandem Investment Advisors Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mackenzie S. Ferrell is an investment adviser representative with Tandem Investment Advisors Inc in Charleston, SC, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Carolina.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South 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.
- River Bluff High SchoolSep 2014 – Jun 2017320 Corley Mill Rd, SC
- UnemployedJun 2017 – Aug 2017Lexington, SC
- Coastal Carolina UniversityAug 2017 – Aug 2018Conway, SC
- University of South CarolinaAug 2018 – May 2021Columbia, SC
- HandpickedJan 2018 – Aug 2018Lexington, SC
- Universal Cheer AssociationMay 2019 – Aug 2019Columbia, SC
- West Coast Medical ResourcesJul 2021 – Dec 2021Clearwater, FL
- Cantina 76Jan 2020 – Jul 2022Columbia, SC
- ActalentAug 2022 – Jan 2025Plymouth Meeting, PA
- Corten Real Estate PartnersJan 2024 – Jul 2025Philadelphia, PA
- Tandem Investment AdvisorsJul 2025 – no end date reportedCharleston, SC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tandem Investment Advisors Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
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
Long-only U.S. equity strategies including Large Cap Core Strategy, Mid Cap Core Strategy, and Equity Strategy, designed to outperform over a complete market cycle with less volatility than the market. Also offers sub-advisory relationships.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charleston, SC
- Founded:
- 1990
- SEC file number:
- 801-57846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Tandem Investment Advisors Inc
11 other advisors in the directory
Similar advisors in Charleston, SC
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 S Ferrell 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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