Timothy
Munson

Managed Account Advisors LLC

CRD#6425793
Investment Advisor
in Jersey City, NJ

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About this Advisor

Timothy Munson is a financial advisor working in Jersey City, New Jersey, who has been in the financial industry for 12 years. Munson is on the advisory team at Managed Account Advisors LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Famous Dave'S, Thrift Investment and Managed Account Advisors LLC. Munson has Series 66 and Series 63 licenses, certifying them as a securities agent, and can operate in New Jersey. Managed Account Advisors LLC is an advisory firm that has its headquarters in Jersey City, New Jersey. It administers $662 billion in assets between its 1,668,222 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 3,620 charities and foundations. Of its 1,668,222 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets. Managed Account Advisors LLC offers 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 for financial management largely depend on which service is provided. Fees billed by Managed Account Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

12 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

Disclosures

No

Office Location

101 Hudson Street
Jersey City, NJ 07302

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Managed Account Advisors LLC Brokerage Details

Total Assets Under Management

$662,442,608,335

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

65

NJ Average: 92
Total Number of Accounts

1,668,222

NJ Average: 6,978
Average Account Size

$397,095

NJ Average: $1,450,417

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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

Timothy Munson Work History

Timothy has 12 years of experience.

2017 - Present (5 years)

Managed Account Advisors LLC

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2013 (1 year)

Thrift Investment

2010 - 2016 (6 years)

Famous Dave'S

Disclosures

Timothy Munson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Managed Account Advisors LLC

Jaymie Trisha Tan
Jersey City, NJ
Michael Mochan
Jersey City, NJ
Alexandra Kayes
Jersey City, NJ
Joseph Demaio
Jersey City, NJ
Kyle Nakamura
Jersey City, NJ
Stephen Sarpi
Jersey City, NJ
Dan Glaser
Jersey City, NJ
Timothy Munson
Jersey City, NJ

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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