Timothy Munson (CRD# 6425793) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Managed Account Advisors LLC | Jersey City, NJ | Feb 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Dec 2014 - Feb 2017 | 2 |
| Famous Dave's | New Brunswick, NJ | Mar 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
| S63 | Uniform Securities State Law Examination | May 2015 |
- NJ
-
Total Assets Under Management691,908MILLIONS
-
Total Number of Accounts1,840,565ACCOUNTS
-
Average Account Value$375,922
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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