Carol
Lograsso

Managed Account Advisors LLC

CRD#4893850
Investment Advisor
in Jersey City, NJ

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About this Advisor

Carol Lograsso is a financial advisor who works in Jersey City, New Jersey who has 15 years of relevant experience. Lograsso is currently employed by Managed Account Advisors LLC. They have spent their entire employment at Managed Account Advisors Llc. Lograsso holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey. Managed Account Advisors LLC is a company headquartered in Jersey City, NJ. It oversees $576 billion in total assets between its 1,736,317 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 3,097 charities and foundations. Of its 1,736,317 customer accounts, 21% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the type of services. Fees billed by Managed Account Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

101 Hudson Street
Jersey City, NJ 07302

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Managed Account Advisors LLC Brokerage Details

Total Assets Under Management

$576,264,919,539

NJ Average: $10,121,009,343
Total Number of Employees

64

NJ Average: 92
Total Number of Accounts

1,736,317

NJ Average: 6,978
Average Account Size

$331,889

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Carol Lograsso Work History

Carol has been registered as a financial advisor for 15 years.*

1990 - Present (34 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carol Lograsso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Managed Account Advisors LLC

Alexandra Kayes
Jersey City, NJ
Melissa Cruz
Jersey City, NJ
Vincent Carestia
Jersey City, NJ
Joseph Demaio
Jersey City, NJ
Kathleen Donaway
Jersey City, NJ
Megan Mcgarrigal
Jersey City, NJ
Michael Mochan
Jersey City, NJ
Stephen Sarpi
Jersey City, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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