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Daniel J. McKenzie

Seaport Global Securities LLC

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About Daniel J. McKenzie

Daniel J. McKenzie is an active broker-dealer registered with Seaport Global Securities LLC, in Costa Mesa, CA. Daniel J. McKenzie has over 20 years of experience in the financial services industry and holds licenses for securities trading and advisory services. Daniel J. McKenzie has a strong track record of success, helping clients achieve their financial goals. Daniel J. McKenzie has also previously worked at several other firms, including The Buckingham Research Group Incorporated, Rodman & Renshaw, LLC, Hudson Securities, Inc, Next Generation Equity Research LLC, Credit Suisse Securities (USA) LLC, and Citigroup Global Markets Inc.

Firm Information

Daniel McKenzie is currently registered with Seaport Global Securities LLC. Seaport Global Securities LLC is a Limited Liability Company formed in 2001 and is approved in 52 states and the District of Columbia. They are registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

92

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel McKenzie’s Registration & Firm History

CA

04/23/2020 - Present

Seaport Global Securities LLC (Costa Mesa CA)

NY

09/25/2012 - 03/24/2020

THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)

FL

05/27/2011 - 08/14/2012

RODMAN & RENSHAW, LLC (PALM BEACH FL)

IL

02/01/2010 - 05/27/2011

HUDSON SECURITIES,INC. (CHICAGO IL)

IL

05/28/2009 - 02/01/2010

NEXT GENERATION EQUITY RESEARCH LLC (CHICAGO IL)

NY

05/22/2006 - 02/24/2009

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

IL

03/07/2006 - 06/23/2006

NEXT GENERATION EQUITY RESEARCH LLC (CHICAGO IL)

NY

08/01/2001 - 05/06/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J. McKenzie.
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