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Stephen James Motte

MOTTE MANAGERS, LLC·PERRIS, California
Series 65Clean record18 years registeredMOTTE MANAGERS, LLC
445 S D ST., PERRIS, CA 92570CRD# 5328225Firm CRD# 143895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen James Motte · PERRIS, CA
Registration
CRD #5328225 · MOTTE MANAGERS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MOTTE MANAGERS, LLC
MOTTE MANAGERS, LLC
Jan 2014 – Dec 2022
PERRIS, CA
MOTTE MANAGERS, LLC
Jan 2013 – Dec 2013
PERRIS, CA
MOTTE MANAGERS, LLC
Jan 2008 – Dec 2012
PERRIS, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 31, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOTTE MANAGERS, LLC
CRD 143895 · SEC 801-127308
AUM
$789K
Regulatory assets under management
Employees
1
3 client accounts
Services offered by MOTTE MANAGERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MOTTE MANAGERS, LLC →
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05

Frequently Asked Questions

What services does Stephen James Motte offer?
Stephen James Motte specializes in Investment Management, Wealth Management.
What are Stephen James Motte's credentials?
Stephen James Motte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Motte located?
Stephen James Motte is based in PERRIS, California, last registered with MOTTE MANAGERS, LLC.
How does Stephen James Motte charge for services?
Stephen James Motte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOTTE MANAGERS, LLC?
MOTTE MANAGERS, LLC has approximately 1 employees and manages $789K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOTTE MANAGERS, LLC

Scott Daniel Motte
PERRIS, CA

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