Rockville Centre, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Measured Risk Portfolios
Team
Firm-wide stats for Measured Risk Portfolios
About
Measured Risk Portfolios provides discretionary portfolio management, financial planning, pension consulting, and financial consulting to individuals (including high-net-worth clients), retirement plans, foundations, trusts, U.S. corporations and other RIAs. The firm also acts as a sub-adviser to other advisers, offers private placement recommendations, and sponsors an affiliated exchange-traded fund (the MRP SynthEquity ETF).
The firm’s investment approach centers on model portfolios that blend short-duration fixed income with option-based strategies—including purchased calls, protective collars and other option spreads—to target downside mitigation while retaining upside participation; it also offers a dividend-focused Consumer Linked Income Portfolio and a mutual-fund/ETF strategy for smaller accounts. MRPI manages accounts on a discretionary basis, may use margin in client accounts, and documents the risks and mechanics of its derivatives and leverage practices in its disclosure materials.
What distinguishes the firm from many peers is its combination of an active options-based program and custody-level features: it offers performance-based fee arrangements for qualified clients, serves as sub-adviser to an affiliated ETF (with specific hypothetical performance examples disclosed in the Fund materials), and maintains an insurance agency affiliation (doing business as Kingsroad Financial & Insurance Services) with advisors licensed to sell insurance products. The firm’s regulatory filings also show nearly $597 million in AUM and roughly 793 client relationships supported by five advisors, producing a relatively high client load per advisor and prompting disclosures about conflicts and mitigation (for example, not charging its advisory fee against SNTH positions).
Based on Measured Risk Portfolios
Expertise
Based on Measured Risk Portfolios
Location
265 Sunrise Highway, #45
Rockville Centre NY 11570
Advisors at this office
3
Advisors at this office
Garrett M
Series 66
Rockville Centre, NY
Measured Risk Portfolios
Garrett Mancuso is a financial advisor at Measured Risk Portfolios with a Series 66 designation and two years of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios provides discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, foundations, trusts, corporations, and other RIAs. The firm employs an investment approach that combines short-duration fixed income with option-based strategies aimed at downside mitigation and upside participation, and it serves as a sub-adviser to an affiliated ETF.
Andrew C
Series 66
Rockville Centre, NY
Measured Risk Portfolios
Andrew Clayton is a financial advisor at Measured Risk Portfolios with a Series 66 designation and over six years of experience in the industry. His prior roles include positions at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. He also has 16 years of experience in education. Measured Risk Portfolios manages nearly $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm is known for its model portfolios that incorporate derivatives and borrowing strategies and serves as sub-adviser to the MRP SynthEquity ETF.
Anthony B
Series 65
Rockville Center, NY
Measured Risk Portfolios
Anthony Bileddo is a Series 65 licensed advisor at Measured Risk Portfolios with one year of industry experience. His prior work includes roles at B&B Direct, Farmingdale State College, and SHRK CPAs. Measured Risk Portfolios provides discretionary portfolio management, financial planning, pension consulting, and financial consulting to a diverse client base including individuals, retirement plans, foundations, trusts, corporations, and other registered investment advisers. The firm’s investment approach combines option-based strategies and fixed income to manage risk and seeks to offer features such as performance-based fees and sub-advisory to an affiliated ETF.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)