Melissa Oatman Carey

Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1998 → Present
  Invesco Distributors, Inc.
  Houston, TX
• 01/2010 → Present
  Invesco Advisers, Inc.
  Atlanta, GA

Previous Registrations

• 2009-06-25 → 2010-01-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

TOWNHOUSE LEASE; NOT INVESTMENT RELATED; 3822 W CLAY ST., HOUSTON, TEXAS 77019; LEASE TOWNHOUSE; OWNER; START: 04/2018; 2HRS/MO, NOT DURING TRADING HOURS; LANDLORD, COLLECT RENT, COMPLETE PROPERTY MAINTENANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-24
• S63 Uniform Securities Agent State Law Examination
  1999-03-31

Other Names

• Melissa Jensen Oatman