Morton
Potoff
Mjp Wealth Advisors
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About this Advisor
Morton Potoff is a financial advisor based in Longboat Key, Florida with a total of 40 years of industry experience. Potoff is currently employed by Mjp Wealth Advisors. Throughout their career, they have worked at Royal Alliance Associates, Inc, Mjp Associates, Inc, Mb Insurance and Arete Wealth Management LLC. Potoff holds a Series 63 license, certifying them as a securities agent, and can serve investors in Connecticut, Florida and Massachusetts. Mjp Wealth Advisors is a financial advisory business operating out of Farmington, CT. The company has a total of 10 people on staff. It controls $853 million in assets among its 2,239 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises five charitable organizations. Of its 2,239 accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on which service is offered. However, fee types billed by Mjp Wealth Advisors likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mjp Wealth Advisors Brokerage Details
$853,430,240
10
2,239
$381,166
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
Morton has been registered as a financial advisor for 40 years.*
Mb Insurance
Mjp Associates, Inc
Arete Wealth Management LLC
Royal Alliance Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Farmington, CT
Farmington, CT
Westport, CT
Farmington, CT
Farmington, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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