Claudia
Muindi

Managed Account Advisors LLC

CRD#4314973
Investment Advisor
in Jersey City, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Claudia Muindi is a financial advisor who works out of Jersey City, New Jersey who has 15 years of industry experience. Muindi works at Managed Account Advisors LLC. They have spent their whole employment at Managed Account Advisors Llc. Muindi has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Managed Account Advisors LLC is a registered investment firm operating out of Jersey City, NJ. It oversees $576 billion in assets under management across its 1,736,317 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 3,097 charitable organizations. Of its 1,736,317 customer accounts, 21% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically are based on the financial services provided. However, 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Claudia Muindi Work History

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

2008 - Present (16 years)

Managed Account Advisors LLC

*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 Claudia Muindi 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

Melissa Cruz
Jersey City, NJ
Alexandra Kayes
Jersey City, NJ
Megan Mcgarrigal
Jersey City, NJ
Joseph Demaio
Jersey City, NJ
Kathleen Donaway
Jersey City, NJ
Vincent Carestia
Jersey City, NJ
Michael Mochan
Jersey City, NJ
Kyle Nakamura
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started