Jaymie Trisha L. Tan

MANAGED ACCOUNT ADVISORS LLC

Jersey City, NJ 07302

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CRD#: 6348325

Professional summary

Jaymie Trisha Ledesma Tan, who also goes by Trisha Tan, is a registered financial advisor currently at MANAGED ACCOUNT ADVISORS LLC located in Jersey City, New Jersey.

Jaymie Trisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jaymie Trisha has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trisha Tan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Entity Type: For profit Name of OBA: Rental Property 1 Address:Jersey City, New Jersey Investment Related:No, rental of primary residence Position, Title, Association:N/A Start Date:01/01/2025 No Hours: Less than 1 hour No Hours during trading:None Duties:None, all done by broker

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaymie Trisha Ledesma Tan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2025 - Present

MANAGED ACCOUNT ADVISORS LLC

Office #1: 101 Hudson Street, Jersey City, NJ 07302

RIA

CRD#: 142558

Jersey City, NJ

Past

March 29, 2016 - April 11, 2023

MANAGED ACCOUNT ADVISORS LLC

RIA

CRD#: 142558

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANAGED ACCOUNT ADVISORS LLC

MANAGED ACCOUNT ADVISORS LLC | MANAGED ACCOUNT ADVISORS, LLC

CRD#: 142558 / SEC#: 801-67569

RIA

Registered Investment Advisory firm - (2/27/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/16/2016

Uniform Investment Adviser Law Examination

Current Firm

MANAGED ACCOUNT ADVISORS LLC

MANAGED ACCOUNT ADVISORS LLC | MANAGED ACCOUNT ADVISORS, LLC

CRD#: 142558 / SEC#: 801-67569

RIA

Registered Investment Advisory firm - (2/27/2007 Approved)

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Contact information

Main Address

101 Hudson Street, Jersey City, NJ 07302

Mailing Address

150 N College St Nc1-028-28-04, Charlotte, NC 28255

Phone number

(201) 557-0504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERRILL GUIDED INVESTING BROCHURE (11/14/2025)

MERRILL GUIDED INVESTING WITH ADVISOR BROCHURE (11/14/2025)

MAA MLPFS 2A FOR SELECT PORTFOLIO SOLUTIONS (3/21/2025)

MERRILL EDGE ADVISORY ACCOUNT BROCHURE (3/21/2025)

MERRILL LYNCH INVESTMENT ADVISORY PROGRAM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,028,672
AUM (Assets Under Management)	$ 829,737,908,017

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jaymie Trisha L. Tan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaymie Trisha Ledesma Tan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANAGED ACCOUNT ADVISORS LLC

MANAGED ACCOUNT ADVISORS LLC

Primary Firm SEC Registration

MANAGED ACCOUNT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2016

Current Firm

MANAGED ACCOUNT ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANAGED ACCOUNT ADVISORS LLC

TRUST BUT VERIFY

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