Stanley C. Perkowski
Professional summary
Stanley Christopher Perkowski, who also goes by Stosh Perkowski, is a registered financial advisor currently at MANAGED ASSET PORTFOLIOS, LLC located in Pittsburgh, Pennsylvania.
Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Stanley has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Christopher Perkowski's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2025 - Present
MANAGED ASSET PORTFOLIOS, LLC
October 5, 2009 - August 22, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
October 5, 2009 - August 22, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
June 24, 2003 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
March 10, 2003 - June 25, 2003
CHOREO, LLC
September 29, 1993 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
MANAGED ASSET PORTFOLIOS, LLC
CRD#: 109574 / SEC#: 801-58125
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2025)
(1/29/2025)
Exams
Series 8
Date: 11/6/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
MANAGED ASSET PORTFOLIOS, LLC
CRD#: 109574 / SEC#: 801-58125
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,928 |
| AUM (Assets Under Management) | $ 1,058,507,064 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
