Morton
Potoff
Mjp Wealth Advisors
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About this Advisor
Morton Potoff is a financial advisor based in Longboat Key, Florida, working with Mjp Wealth Advisors. Morton has previously held positions at Royal Alliance Associates, Inc, Mjp Associates, Inc, Mb Insurance, and Arete Wealth Management LLC. Morton has passed the Series 63 regulatory exam and is registered to provide services in Connecticut and Florida. Currently, Morton is part of Mjp Wealth Advisors, which operates out of Longboat Key, Florida. The firm has 1 office and 11 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Mjp Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mjp Wealth Advisors Brokerage Details
$1,056,627,677
11
2,782
$379,809
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Morton Potoff Work History
Mb Insurance
Mjp Associates, Inc
Arete Wealth Management LLC
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Morton Potoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mjp Wealth Advisors
Farmington, CT
Westport, CT
Farmington, CT
Westport, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
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