Nicolas Andrew Vilotti

Employer firm

Managed Asset Portfolios, LLC CRD 109574

$1.27B regulatory AUM 709 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL DELIVERY

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-01-14