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Nicolas Andrew Vilotti

Managed Asset Portfolios, LLC

Rochester, MI

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Current Employers
Managed Asset Portfolios, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-24
  • MI RA
    APPROVED
    Since 2023-01-24

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
Mcdonalds Lake Orion MI 12/2017 04/2018
Urban Air Oxford MI 10/2018 04/2019
Coney Express Lake Orion MI 06/2021 07/2021
Oakland University Rochester MI 01/2022 08/2022
Verde Capital Management Ortonville MI 05/2022 08/2022
Lake Orion Concrete Lake Orion MI 08/2017 09/2022
Oakland University Rochester MI 11/2021 10/2022
Managed Asset Portfolios, Llc Rochester MI 09/2022 Present
Unemployed Lake Orion MI 08/2006 12/2017
  • 12/2017 → 04/2018
    Mcdonalds
    Lake Orion, MI
  • 10/2018 → 04/2019
    Urban Air
    Oxford, MI
  • 06/2021 → 07/2021
    Coney Express
    Lake Orion, MI
  • 01/2022 → 08/2022
    Oakland University
    Rochester, MI
  • 05/2022 → 08/2022
    Verde Capital Management
    Ortonville, MI
  • 08/2017 → 09/2022
    Lake Orion Concrete
    Lake Orion, MI
  • 11/2021 → 10/2022
    Oakland University
    Rochester, MI
  • 09/2022 → Present
    Managed Asset Portfolios, Llc
    Rochester, MI
  • 08/2006 → 12/2017
    Unemployed
    Lake Orion, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-14
  • S65 Uniform Investment Adviser Law Examination
    2023-01-14

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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