Morton PotoffCRD 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.
Sage Wealth Consulting, LLC
Advice And Planning Services
|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|
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
Total Assets Under Management905MILLIONS
Total Number of Accounts2,091ACCOUNTS
Average Account Value$433,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, RI, TX, VA, VT
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