Best Investors Account Sign in

Samuel Edward Morley

Managed Asset Portfolios, LLC

Rochester, MI

Claim This Profile
Current Employers
Managed Asset Portfolios, Llc

950 W. University, Suite 100, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-01-14
MI RA APPROVED 2018-09-11
  • LA RA
    APPROVED
    Since 2019-01-14
  • MI RA
    APPROVED
    Since 2018-09-11

Branch Locations

950 W. University, Suite 100, Rochester, MI 48307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Michigan Hospital Ann Arbor MI 03/2015 04/2017
Dynamic Wealth Solutions Southfield MI 06/2016 09/2016
University Of Michigan Ann Arbor MI 08/2012 05/2017
Managed Asset Portfolios, Llc Rochester MI 08/2018 Present
Unemployed West Bloomfield MI 05/2017 08/2018
Alt Fund Distributors Llc New York NY 01/2019 Present
  • 03/2015 → 04/2017
    University Of Michigan Hospital
    Ann Arbor, MI
  • 06/2016 → 09/2016
    Dynamic Wealth Solutions
    Southfield, MI
  • 08/2012 → 05/2017
    University Of Michigan
    Ann Arbor, MI
  • 08/2018 → Present
    Managed Asset Portfolios, Llc
    Rochester, MI
  • 05/2017 → 08/2018
    Unemployed
    West Bloomfield, MI
  • 01/2019 → Present
    Alt Fund Distributors Llc
    New York, NY
Other Businesses

Managed Asset Portfolios - Investment Advisory Representative

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-16
S65 Uniform Investment Adviser Law Examination 2018-04-24
  • S63 Uniform Securities Agent State Law Examination
    2019-03-16
  • S65 Uniform Investment Adviser Law Examination
    2018-04-24

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVIZE WEALTH MANAGEMENT

Other Investors

David M. Anderson
Paul Joseph Moceri
JOSEPH EVERETT KENYON
DAVID ANTHONY SMITH
Charbel Salem
Faith Marzolf
ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

More in Rochester, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor