Brian D. Newcombe

MANAGED ASSET PORTFOLIOS

Rochester, MI 48307

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CRD#: 2419873

Professional summary

Brian David Newcombe is a registered financial advisor currently at MANAGED ASSET PORTFOLIOS, LLC located in Rochester, Michigan.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Brian has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Newcombe'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

January 4, 2024 - Present

MANAGED ASSET PORTFOLIOS, LLC

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

RIA

CRD#: 109574

Rochester, MI

Past

March 25, 2008 - December 7, 2012

TELEMUS INVESTMENT BROKERS, LLC

CRD#: 133957

SOUTHFIELD, MI

Past

July 19, 2004 - March 14, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

DETROIT, MI

Past

April 25, 1994 - March 14, 2008

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
(1/4/2024)

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: 12/27/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/22/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/13/1995

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

Brian D. Newcombe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Newcombe's CRS (Customer Relationship Summary).

Certified licenses

Experience

TELEMUS INVESTMENT BROKERS, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

MANAGED ASSET PORTFOLIOS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2023

Series 63

Date: 6/3/1994

Series 7

Date: 4/22/1994

Series 24

Date: 4/13/1995

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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