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Samuel Edward Morley

Managed Asset Portfolios, LLC

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About Samuel Edward Morley

Samuel Morley is an Investment Advisor Representative at Managed Asset Portfolios, LLC. Samuel has been in the industry since 2018 and is registered with both the state of Michigan and Louisiana. Samuel holds the Series 63, Series 65, Series 6TO and SIE licenses. Samuel specializes in providing investment advice to individuals, corporations, investment companies and pooled investment vehicles. Samuel's experience includes working at various financial institutions, including Dynamic Wealth Solutions and Alt Fund Distributors LLC.

Firm Information

Samuel Morley is currently registered with Managed Asset Portfolios, LLC. Managed Asset Portfolios, LLC is an investment advisor headquartered in Rochester, MI. The firm provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, pooled investment vehicles, and trusts. They also offer pension consulting and model portfolio management services. Managed Asset Portfolios, LLC manages over $1 billion in assets for a diverse client base, including individuals, corporations, and investment companies. The firm has a team of 18 investment advisor representatives and 5 registered representatives.
Managed Asset Portfolios, LLC

950 W. UNIVERSITY, SUITE 100

ROCHESTER, MI 48307

$1.09B

Assets Under Management

608

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for trusts and offshore vehicles; model

Portfolio management for trusts and offshore vehicles; model

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Samuel Morley’s Registration & Firm History

MI

09/11/2018 - Present

Managed Asset Portfolios, LLC (ROCHESTER MI)

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Licenses & Designations

BC

Issued 03/16/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/24/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/22/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Edward Morley.
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