Managed Account Advisors LLC

Managed Account Advisors LLC (CRD# 142558) is a financial advisory firm headquartered in Jersey City, NJ. They manage $691,908,159,462 in 1,840,565 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    691,908
    MILLION
  • Total Number of Accounts
    1,840,565
    ACCOUNTS
  • Average Account Value
    $375,922
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Managed Account Advisors LLC
Showing 11 - 20 of 21 top financial advisors.
11
Matthew J. Moglia
CRD#: 3012216
101 Hudson Street, Jersey City, NJ 07302

Matthew Moglia (CRD# 3012216) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 26 years of experience in the finance industry.

12
Claudia A. Muindi
CRD#: 4314973
101 Hudson Street, Jersey City, NJ 07302

Claudia Muindi (CRD# 4314973) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 20 years of experience in the finance industry.

13
Timothy Munson
CRD#: 6425793
101 Hudson Street, Jersey City, NJ 07302

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.

14
Kyle R. Nakamura
CRD#: 6377648
101 Hudson Street, Jersey City, NJ 07302

Kyle Nakamura (CRD# 6377648) 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.

15
Jason C. Osmer
CRD#: 4234371
101 Hudson Street, Jersey City, NJ 07302

Jason Osmer (CRD# 4234371) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 22 years of experience in the finance industry.

16
Richard G. Petrasek
CRD#: 2844199
101 Hudson Street, Jersey City, NJ 07302

Richard Petrasek (CRD# 2844199) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 14 years of experience in the finance industry.

17
Rory L. Sager
CRD#: 2510995
101 Hudson Street, Jersey City, NJ 07302

Rory Sager (CRD# 2510995) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 29 years of experience in the finance industry.

18
Stephen P. Sarpi
CRD#: 4360008
101 Hudson Street, Jersey City, NJ 07302

Stephen Sarpi (CRD# 4360008) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 11 years of experience in the finance industry.

19
Robert S. Van Pelt
CRD#: 4561625
101 Hudson Street, Jersey City, NJ 07302

Robert Van Pelt (CRD# 4561625) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 21 years of experience in the finance industry.

20
Joseph Demaio
CRD#: 6705756
101 Hudson Street, Jersey City, NJ 07302

Joseph Demaio (CRD# 6705756) is an Investment Advisor Representative working at Managed Account Advisors LLC in Jersey City, NJ and has over 2 years of experience in the finance industry.

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