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Executive Vice-President and Chief Financial Officer · Mackenzie Investments

Keith D. Potter

CRD 7707119 · 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 Keith D. Potter on its Form ADV as Executive Vice-President and Chief Financial Officer, a control person. The SEC filings also name Keith at 1 other registered adviser.

Firms and roles

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

AtlasMembers

Keith’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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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 Keith 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 Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.