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Nataliya Fomenko

Head of Sma Client Service and Vice President at Invesco Managed Accounts

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
6
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Nataliya Fomenko is Head of Sma Client Service and Vice President of Invesco Managed Accounts, LLC, a Seattle investment adviser managing $31.3B. Nataliya Fomenko has a current broker registration and no current investment-adviser registration and has passed 6 licensing exams.

Role at Invesco Managed Accounts

Title on Schedule A
Head of Sma Client Service and Vice President
Control
Nataliya Fomenko is a control person of Invesco Managed Accounts.
Ownership
An individual ownership band is not available in the source record.
Tenure
Nataliya Fomenko has held the filed role since March 2026.

The firm

Invesco Managed Accounts, LLC
Seattle, WA

Form ADV filed 29 June 2026

$31.3B AUM17,443 clients29 advisers7 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2008
  3. Passed Series 7 · 2007
  4. Passed Series 26 · 2005
  5. Passed Series 6 and Series 63 · 1999

Registrations and exams

Broker registration; no current adviser registration. Nataliya Fomenko has passed 6 qualifying exams.

Examinations

Series 6314 July 1999
Name
Uniform Securities Agent State Law Examination
Series 241 April 2008
Name
General Securities Principal Examination
Series 268 June 2005
Name
Investment Company Products/Variable Contracts Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 714 June 2007
Name
General Securities Representative Examination
Series 61 June 1999
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Nataliya Fomenko
CRD
3231551
Firm
Invesco Managed Accounts, LLC
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Nataliya Fomenko work?

Nataliya Fomenko has been Head of Sma Client Service and Vice President of Invesco Managed Accounts, LLC since March 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 June 2026

Does Nataliya Fomenko have a current investment-adviser registration?

Nataliya Fomenko has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Nataliya Fomenko passed?

Nataliya Fomenko has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 24 and SIE. The earliest, the Series 6, was passed in June 1999.

Source: IAPD individual record, checked 17 October 2026

Leadership at Invesco Managed Accounts

  • Laura Dukes
    Chief Executive Officer
  • Tim Benzel
    Head of Fixed Income Smas and Vice President
  • Edward Bernhardt
    Head of Smas and Senior Vice President
  • Amy Nazimiec
    Chief Compliance Officer and Senior Vice President
  • Tony Wong
    President
  • Mark Gregson
    Chief Financial Officer
  • Jordan Mixsell
    Chief Operating Officer
  • Greg Ketron
    Treasurer

Sources

  1. IAPD individual record, CRD 3231551. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Invesco Managed Accounts, LLC, filed 29 June 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Nataliya Fomenko or Invesco Managed Accounts, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.