# WALLACE & MACKENZIE, INC.

WALLACE & MACKENZIE, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 120370
- Type: SEC-registered investment adviser
- SEC file number: 801-61524
- Phone: 203-656-1119
- Latest filing: 2006-01-11
- Clients: 1

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [JESSIMAN ALISTAIR](https://search.stillhousedata.com/person/770482) | CEO | — |
| [WHEELER JEFFREY](https://search.stillhousedata.com/person/789475) | CFO | — |
| [LICCIARDI FRANK](https://search.stillhousedata.com/person/789476) | EVP - SERVICES | — |
| [RUNNING CHRIS](https://search.stillhousedata.com/person/789477) | COO | — |
| [WHEELER JEFFREY FLOYD](https://search.stillhousedata.com/person/789500) | CFO | — |
| [RUNNING CHRISTOPHER JOHN](https://search.stillhousedata.com/person/789501) | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120370/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120370/similar
- Related entities: https://search.stillhousedata.com/firm/120370/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120370

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.