Daniel S. Patterson

MANAGED ASSET PORTFOLIOS

ROCHESTER, MI 48307

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CRD#: 1254698

Professional summary

Daniel Scott Patterson is a registered financial advisor currently at MANAGED ASSET PORTFOLIOS, LLC located in Rochester, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Daniel has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7, Series 27, Series 53, Series 24, Series 8 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MANAGED ASSET PORTFOLIOS, 950 WEST UNIVERSITY DRIVE, SUITE 100 ROCHESTER MI 48307, REGISTERED INVESTMENT ADVISOR, ROLE CLIENT RELATIONS MANAGER 5% OWNER, SINCE 8/26/2001, FIND CLIENTS AND PROVIDE CLIENT SERVICE TO MAP SMAS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Patterson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 17, 2004 - Present

MANAGED ASSET PORTFOLIOS, LLC

Office #1: 950 W. University, Suite 100, Rochester, MI 48307

RIA

CRD#: 109574

ROCHESTER, MI

Past

April 27, 2012 - July 7, 2015

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

ROCHESTER, MI

Past

December 21, 2011 - March 9, 2012

MATRIX CAPITAL GROUP, INC.

CRD#: 33364

NEW YORK, NY

Past

January 4, 2001 - April 25, 2001

H & R BLOCK FINANCIAL CORPORATION

CRD#: 14650

DETROIT, MI

Past

January 18, 1996 - May 10, 1999

H & R BLOCK FINANCIAL CORPORATION

CRD#: 14650

DETROIT, MI

Past

September 20, 1984 - April 6, 2001

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANAGED ASSET PORTFOLIOS, LLC

CRD#: 109574 / SEC#: 801-58125

RIA

Registered Investment Advisory firm - (11/27/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/3/2010)

IAR

Texas
(4/20/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/24/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/3/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/7/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/20/2011

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 1/29/1992

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 53

Date: 4/12/1991

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/21/1989

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 7/23/1987

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 4

Date: 8/1/1986

Registered Options Principal Examination

Current Firm

MANAGED ASSET PORTFOLIOS, LLC

CRD#: 109574 / SEC#: 801-58125

RIA

Registered Investment Advisory firm - (11/27/2000 Approved)

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Contact information

Main Address

950 W. University, Suite 100, Rochester, MI 48307

Mailing Address

Phone number

(248) 601-6677

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,928
AUM (Assets Under Management)	$ 1,058,507,064

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel S. Patterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Patterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIDAMERICA FINANCIAL SERVICES, INC.

MATRIX CAPITAL GROUP, INC.

H & R BLOCK FINANCIAL CORPORATION

H & R BLOCK FINANCIAL CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

MANAGED ASSET PORTFOLIOS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/24/2011

Series 65

Date: 10/3/2000

SIE

Date: 7/7/2015

Series 6

Date: 12/20/2011

Series 7

Date: 9/15/1984

Series 27

Date: 1/29/1992

Series 53

Date: 4/12/1991

Series 24

Date: 9/21/1989

Series 8

Date: 7/23/1987

Series 4

Date: 8/1/1986

Current Firm

MANAGED ASSET PORTFOLIOS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANAGED ASSET PORTFOLIOS, LLC

TRUST BUT VERIFY

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