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Stanley Christopher Perkowski

MANAGED ASSET PORTFOLIOS
Pittsburgh, PA
·CRD# 2360769·33 years experience

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 and ALT FUND DISTRIBUTORS LLC located in New York, New York. Stanley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Stanley has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stosh Perkowski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

MANAGED ASSET PORTFOLIOS, LLC·CRD# 109574
RIA
Pittsburgh, PA
January 29, 2025 - Present
ALT FUND DISTRIBUTORS LLC·CRD# 146547
BD
140 East 45th Street Suite 19 B, New York, NY 10017
June 25, 2026 - Present
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Sewickley, PA
October 5, 2009 - August 22, 2019
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Sewickley, PA
October 5, 2009 - August 22, 2019
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
RIA
Cranberry Township, PA
June 24, 2003 - October 5, 2009
CHOREO, LLC·CRD# 111221
RIA
Pittsburgh, PA
March 10, 2003 - June 25, 2003
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Cranberry Township, PA
September 29, 1993 - October 5, 2009

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Current Firm

MA
MANAGED ASSET PORTFOLIOS, LLC

MANAGED ASSET PORTFOLIOS, LLC

CRD#: 109574 / SEC#: 801-58125
RIA
Registered Investment Advisory firm - SEC (11/27/2000 Approved)

Contact Information

Main Address

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

Phone Number

(248) 601-6677

# of Employees

22

SEC notice filing (28 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,955

AUM (Assets Under Management)

$1,266,424,380

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

YinzDJ; Non-investment-related DJ business; Business began in July 2013; Less than1 hour/month dedicated to business; Duties entail renting, repairing, and replacing DJ equipment.

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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".
MA
MANAGED ASSET PORTFOLIOS, LLC

MANAGED ASSET PORTFOLIOS, LLC

CRD#: 109574 / SEC#: 801-58125
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Michigan
(1/30/2025)
IAR
Pennsylvania
(1/29/2025)
RR
Pennsylvania
(8/5/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2026About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2024About the Series 65 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2026About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2026About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 1998About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Nov 1995
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Stanley Christopher Perkowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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