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Chief Investment Officer, Equities · Mackenzie Investments

Lesley C. Marks

CRD 7254800 · Named on Form ADV at 3 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 Lesley C. Marks on its Form ADV as Chief Investment Officer, Equities, a control person. The SEC filings also name Lesley at 2 other registered advisers.

Firms and roles

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Lesley’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
3 firmsLocked
Control-person status
3 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 (24)

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

See all 24 free

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