Investment adviser representative · Mjp Wealth Advisors
Morton J. Potoff
CRD 366337 · Longboat Key, FL
At a glance
Morton J. Potoff is an investment adviser representative with Mjp Wealth Advisors in Longboat Key, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Morton’s SEC record dates to 1983, about 43 years ago.
Current advisory firm
- Mjp Wealth AdvisorsSince May 1983Longboat Key, FL · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 1983 (43 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Morton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.