Morgan Stanley
47yrs
Top advisor by experience in Colorado
New
Mackenzie Beebe
Financial advisor at Equitable Advisors
Mackenzie Beebe is a fiduciary financial advisor in Greenwood Village, Colorado, registered since May 2026. Mackenzie has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office5613 DTC Parkway Suite 600, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Mackenzie
Local office(303) 892-5700Ask for Mackenzie. (212) 314-4600Main office · New York, NY 5613 DTC Parkway Suite 600Greenwood Village, CO 80111Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Mackenzie
Tailored to Mackenzie’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Mackenzie’s local office at (303) 892-5700 or the Equitable Advisors main office at (212) 314-4600, and ask for Mackenzie Beebe.
How long has Mackenzie been a financial advisor?
Mackenzie is new to the profession, registered since May 2026, and holds 1 license.
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?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mackenzie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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