firm profile
Managed Account Advisors LLC
Overview
Managed Account Advisors LLC is an SEC registered investment adviser based in Jersey City, NJ, registered since 2007. It reports $995B in assets under management across 2,220,463 accounts, with 61 employees. It has 26 investment adviser representatives.
- Reported AUM
- $995B
- Discretionary
- 100%
- Accounts
- 2,220,463
- Average account
- $448K
- Employees
- 61
- Advisory reps
- 26
- Registered since
- 2007
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 10
- John Joseph Capelli President, Director CRD 2203083
- Carlos Alberto Torres Chief Compliance Officer CRD 2155320
- Julie Brackett Lyman Chief Legal Officer CRD 2384759
7 more executive officers, with direct contact details
Advisory reps 3 of 26
- Matthew Scott Ball Investment Adviser Rep CRD 4441816
- Terrance John Breen Investment Adviser Rep CRD 2799137
- John Joseph Capelli Investment Adviser Rep CRD 2203083
23 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 525 Washington Blvd
Jersey City, NJ 07310 - County
- Hudson
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: promo.bankofamerica.com
Every state, with registration dates
Similar firms near Jersey City
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- Reaves Asset ManagementJersey City, NJ$5.9B AUM
- Hudson Edge Investment Partners, Inc.Jersey City, NJ$2.9B AUM
- Abner Herrman & Brock, LLCJersey City, NJ$2.7B AUM
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