Samuel Edward Morley
Investment adviser representative at Managed Asset Portfolios, LLC
14 yearsExperience
2 statesRegistered in
$1.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Alt Fund Distributors LLCJan 2019 to now
- Managed Asset Portfolios, LLCAug 2018 to now
- UnemployedMay 2017 to Aug 2018
- University of Michigan HospitalMar 2015 to Apr 2017
- University of MichiganAug 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (LA, MI).
Managed Asset Portfolios, LLC
$1.3BAssets managed
1,663Clients
18Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7014151
- Firm CRD
- 109574