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Broker Dealer - Chief Compliance Officer · Hancock Whitney Investment Services Inc.

Donna Bartlett

CRD 1813672 · Named on Form ADV at one SEC-registered adviser

At a glance

Hancock Whitney Investment Services Inc., an SEC-registered broker-dealer firm based in New Orleans, LA with $306 million in regulatory assets, lists Donna Bartlett on its Form ADV as Broker Dealer - Chief Compliance Officer.

Firms and roles

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Donna’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.