# BMO DIRECT INVEST INC.

BMO DIRECT INVEST INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 317064
- Type: SEC-registered investment adviser
- SEC file number: 801-123005
- Location: 320 S CANAL STREET, 12, CHICAGO, IL, 60606
- Phone: 877-685-9057
- Latest filing: 2024-08-27
- Regulatory AUM: $4.7M
- Discretionary AUM: $4.7M
- Clients: 5
- Accounts: 154

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| HARRIS LONNIE WILLIAM | DIRECTOR; PRESIDENT | — |
| FOLIAS DEAN ALLAN | CHIEF COMPLIANCE OFFICER | — |
| ZAKRZEWSKI STEVEN JOHN | CHIEF AML REPORTING OFFICER | — |
| HACKETT DARREL HARRIS | DIRECTOR | — |
| LAKE STEPHANIE ANN | CHIEF FINANCIAL OFFICER; PRESIDENT | — |
| PRUITT JEFF PAUL | CHIEF COMPLIANCE OFFICER | — |
| DEMAS AMANDA JANE | CHIEF LEGAL OFFICER | — |
| Booth Carolyn Andrea | DIRECTOR | — |
| PIERCE CLARE K | DIRECTOR | — |
| Lace George Patrick | CHIEF FINANCIAL OFFICER | — |
| Eckert Peyton Ross | CENTRAL ADVISOR SUPERVISOR | — |
| kapadia aditi | PRODUCT MANAGER | — |
| KAPADIA ADITI BIMAL | PRODUCT MANAGER | — |
| MANDHAI ASIM | CHIEF LEGAL OFFICER | — |
| Dinneen James Loren | PRODUCT MANAGER | — |
| Dilda Paul | DIRECTOR | — |
| ALVAR THIRUVENKADATHAN BINDU | DIRECTOR | — |
| Hopkins Charles Otis | DIRECTOR; SMART PORTFOLIO MANAGER | — |
| ANDERSON LESLIE JALEH | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317064/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317064/similar
- Related entities: https://search.stillhousedata.com/firm/317064/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317064

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.