Daniel PattersonCRD Number: 1254698
Current Firm: Managed Asset Portfolios, LLC
Daniel Patterson (CRD# 1254698) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 16 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Midamerica Financial Services, Inc.||Joplin, MO||Apr 2012 - Current||5|
|Managed Asset Portfolios||Rochester, MI||Aug 2001 - Current||15|
|Matrix Capital Group, Inc.||New York, NY||Dec 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management443MILLIONS
Total Number of Accounts1,106ACCOUNTS
Average Account Value$400,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, IL, KY, MA, MI, MN, NC, NJ, NV, OH, TX, WI
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