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Chief Executive Officer/chief Compliance Officer/ Chief Investment Officer/shareholder/director · Honeytree Investment Management

Marjorie E. Simmie

CRD 7347049 · Named on Form ADV at one SEC-registered adviser

At a glance

Honeytree Investment Management, an SEC-registered asset manager with $14 million in regulatory assets, lists Marjorie E. Simmie on its Form ADV as Chief Executive Officer/chief Compliance Officer/ Chief Investment Officer/shareholder/director, a control person.

Firms and roles

  • Honeytree Investment ManagementChief Executive Officer/chief Compliance Officer/ Chief Investment Officer/shareholder/directorAsset manager · United States · $14M in regulatory assets

AtlasMembers

Marjorie’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
Locked
Control-person status
1 firmLocked
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

  • Paula GlickChief Financial Officer/chief Operating Officer/shareholder/director, Honeytree Investment Management
  • Allan P. SimmiePartner, Honeytree Investment Management

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