Morton Potoff, financial advisor Longboat Key FL

Morton Potoff

CRD Number: 366337
Current Firm: Mjp Wealth Advisors

Morton Potoff (CRD# 366337) is an Investment Advisor Representative working at Mjp Wealth Advisors in Longboat Key, FL and has over 39 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Mb Insurance Farmington, CT Jan 1998 - Current 24
Mjp Associates, Inc. Farmington, CT Jan 1983 - Current 39
Self Employed West Hartford, CT Mar 1967 - Current 55
Arete Wealth Management LLC Chicago, IL Mar 2018 - Dec 2018 < 1
Royal Alliance Associates, Inc. Farmington, CT Nov 1989 - Mar 2018 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Morton J. Potoff
Phone Number: 860-677-7755
Registered State(s):
  • CT
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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