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Director · Mackenzie Investments

Naomi K. Bartlett

CRD 7522449 · Named on Form ADV at one SEC-registered adviser

At a glance

Mackenzie Investments, an SEC-registered broker-dealer firm based in Toronto, Ontario, Canada with $194.9 billion in regulatory assets, lists Naomi K. Bartlett on its Form ADV as Director, a control person.

Firms and roles

  • Mackenzie InvestmentsDirectorBroker-dealer firm · Toronto, Ontario, Canada · $195B in regulatory assets

AtlasMembers

Naomi’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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Control-person status
1 firmLocked
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 (16)

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

See all 16 free

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