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Rex Phillip MacEy

RED Tortoise

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About Rex Phillip MacEy

Rex Phillip MacEy is an investment advisor representative associated with Red Tortoise, LLC. Rex has been working in the financial industry since 1987. Rex has a Series 3, 63 and 7 licenses. Rex is also a Certified Financial Planner and Chartered Financial Analyst. Rex has worked at WILMINGTON TRUST INVESTMENT MANAGEMENT in Atlanta, GA and Red Tortoise, LLC in Atlanta, GA. Currently, Rex's firm manages assets for charitable organizations, corporations or other businesses, high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Rex MacEy is currently registered with RED Tortoise. RED Tortoise is an investment advisory firm based in Atlanta, Georgia. The firm offers portfolio management services to individuals, businesses, and charitable organizations. RED Tortoise also provides financial planning services. As of December 31, 2022, the firm manages approximately $357,458,593 in assets for 270 clients.
RED Tortoise

5555 GLENRIDGE CONNECTOR

ATLANTA, GA 30342

$357.46M

Assets Under Management

2

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rex MacEy’s Registration & Firm History

GA

09/11/2019 - Present

RED Tortoise (ATLANTA GA)

NA

12/22/1987 - 04/29/1989

KIDDER, PEABODY & CO. INCORPORATED

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Licenses & Designations

IA

Issued 06/05/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2012

Series 3 - National Commodity Futures Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rex Phillip MacEy.
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