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Director, Chariman President and Chief Executive Officer · Mackenzie Investments

Joseph L. Gould

CRD 6262671 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Mackenzie Investments, an SEC-registered broker-dealer firm based in Toronto, Ontario, Canada with $194.9 billion in regulatory assets, lists Joseph L. Gould on its Form ADV as Director, Chariman President and Chief Executive Officer, a control person. The SEC filings also name Joseph at 1 other registered adviser.

Firms and roles

  • Mackenzie InvestmentsDirector, Chariman President and Chief Executive OfficerBroker-dealer firm · Toronto, Ontario, Canada · $195B in regulatory assets
  • Mackenzie InvestmentsDirector, President and CEOPrivate fund adviser · Boston, MA · $18B in regulatory assets

AtlasMembers

Joseph’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (17)

12 more people named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.

See all 17 free

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