Russell G. Mewha

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CRD#: 1743240

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Gardner Mewha, who also goes by Russ Mewha, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 1987. Russell had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Russ Mewha

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 LLC, SEC REGISTERED INVESTMENT ADVISOR, BUSINESS DEVELOPMENT MANAGER.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 8, 2016 - March 21, 2022

MANAGED ASSET PORTFOLIOS, LLC

RIA

CRD#: 109574

ROCHESTER, MI

Past

January 9, 2015 - March 21, 2022

ALT FUND DISTRIBUTORS LLC

CRD#: 146547

NEW YORK, NY

Past

January 23, 2013 - December 31, 2014

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

JOPLIN, MO

Past

January 11, 2012 - November 13, 2012

TIME EQUITIES SECURITIES LLC

CRD#: 114422

NEW YORK, NY

Past

January 7, 2011 - June 20, 2011

BLUEROCK CAPITAL MARKETS LLC

CRD#: 136974

NEW YORK, NY

Past

February 8, 2008 - April 27, 2010

ELIASON FINANCIAL GROUP, LLC

CRD#: 130144

ST. GERMAIN, WI

Past

October 23, 2006 - February 4, 2008

OSAIC SERVICES, INC.

CRD#: 133763

LIVONIA, MI

Past

July 17, 2000 - February 16, 2006

WELLS INVESTMENT SECURITIES,INC.

CRD#: 15252

NORCROSS, GA

Past

July 5, 1991 - July 12, 2000

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

November 12, 1987 - June 25, 1991

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 3/4/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/10/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/9/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/14/2006

General Securities 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

Russell G. Mewha

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALT FUND DISTRIBUTORS LLC

MIDAMERICA FINANCIAL SERVICES, INC.

TIME EQUITIES SECURITIES LLC

BLUEROCK CAPITAL MARKETS LLC

ELIASON FINANCIAL GROUP, LLC

OSAIC SERVICES, INC.

WELLS INVESTMENT SECURITIES,INC.

CUNA BROKERAGE SERVICES, INC.

LOCUST STREET SECURITIES, INC.

Primary Firm SEC Registration

MANAGED ASSET PORTFOLIOS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2016

Series 63

Date: 11/10/1987

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1996

Series 6

Date: 11/9/1987

Series 24

Date: 12/14/2006

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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