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Advisor at MANAGED ACCOUNT ADVISORS LLC
Jersey City, NJ | JERSEY CITY, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MANAGED ACCOUNT ADVISORS LLC | Independent wealth | Mar 11, 2026 | n/a | yes | JERSEY CITY, NJ|Jersey City, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 31, 2023 | Mar 23, 2026 | no | PENNINGTON, NJ|Jersey City, NJ|NEW YORK, NY|PENNINGTON, NJ|PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MANAGED ACCOUNT ADVISORS LLC | Mar 23, 2026 | Mar 11, 2026 | -12 | Firm change | Wirehouse to RIA |