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Chad Aaron Simon

Managed Asset Portfolios, LLC

Rochester, MI

Tampa, FL

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Current Employers
Managed Asset Portfolios, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-10-18
FL RA APPROVED 2019-10-01
MI RA APPROVED 2019-07-29
  • IL RA
    APPROVED
    Since 2021-10-18
  • FL RA
    APPROVED
    Since 2019-10-01
  • MI RA
    APPROVED
    Since 2019-07-29

Branch Locations

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

Tampa, FL • 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
Hc Tech Chicago IL 01/2014 08/2017
Hehmeyer Trading & Investments Chicago IL 11/2017 07/2019
@Properties Chicago IL 04/2016 09/2019
Managed Asset Portfolios Rochester MI 07/2019 Present
Alt Fund Distributors New York NY 03/2022 Present
  • 01/2014 → 08/2017
    Hc Tech
    Chicago, IL
  • 11/2017 → 07/2019
    Hehmeyer Trading & Investments
    Chicago, IL
  • 04/2016 → 09/2019
    @Properties
    Chicago, IL
  • 07/2019 → Present
    Managed Asset Portfolios
    Rochester, MI
  • 03/2022 → Present
    Alt Fund Distributors
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-27
S65 Uniform Investment Adviser Law Examination 2019-06-21
  • S63 Uniform Securities Agent State Law Examination
    2022-05-27
  • S65 Uniform Investment Adviser Law Examination
    2019-06-21

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

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