Daniel Scott Patterson

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

• 08/2001 → Present
  Managed Asset Portfolios
  Rochester, MI

Other Businesses

MANAGED ASSET PORTFOLIOS, 950 WEST UNIVERSITY DRIVE, SUITE 100 ROCHESTER MI 48307, REGISTERED INVESTMENT ADVISOR, ROLE CLIENT RELATIONS MANAGER 5% OWNER, SINCE 8/26/2001, FIND CLIENTS AND PROVIDE CLIENT SERVICE TO MAP SMAS

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-12-24
• S65 Uniform Investment Adviser Law Examination
  2000-10-03