UBS Financial Services
47yrs
Top 1% by experience in Nashville
11yrs
Mackenzie Cunningham
Financial advisor at Focus Partners Wealth
Based in Nashville, Tennessee, Mackenzie Cunningham is a fiduciary financial advisor with 11 years of industry experience. Mackenzie joined Focus Partners Wealth in 2024, after a year at Interocean Capital and less than a year at Captrust. Mackenzie holds the CFA designation.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office150 4th Avenue North Suite 1410, Nashville, TN 37219
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- Apr 2023 – Jul 2024Interocean CapitalPreviously
- Dec 2022 – Mar 2023CaptrustPreviously
- 2018 – 2021Wedbush Securities Inc.Previously
- 2016 – 2018Avondale Partners, LLCPreviously
- Nov 2015 – Jun 2016&partnersPreviously
Questions to ask Mackenzie
Tailored to Mackenzie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mackenzie
How do I contact Mackenzie?
Call Focus Partners Wealth at (314) 725-0455 and ask for Mackenzie Cunningham. Mackenzie works from the Nashville, TN office.
How long has Mackenzie been a financial advisor?
Mackenzie has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Mackenzie hold?
Series 66. Tap any license on this page to see what it allows.
Is Mackenzie a fiduciary?
Mackenzie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mackenzie paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Mackenzie for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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