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TM

Timothy Munson

MANAGED ACCOUNT ADVISORS LLC
Jersey City, NJ 07302
Some features on this profile are disabled
CRD#: 6425793
TM

Professional summary

Timothy Munson, who also goes by Timothy William Munson, Timothy Munson, is a registered financial advisor currently at MANAGED ACCOUNT ADVISORS LLC located in Jersey City, New Jersey.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Timothy has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy William Munson | Timothy Munson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Munson'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

August 30, 2017 - Present

MANAGED ACCOUNT ADVISORS LLC

Office #1: 101 Hudson Street, Jersey City, NJ 07302
RIA
CRD#: 142558
Jersey City, NJ
Past

July 1, 2015 - September 13, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JERSEY CITY, NJ
Past

March 24, 2015 - September 13, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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".
MA
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
(8/30/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2015
General Securities Representative Examination

Current Firm

MA
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
61

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,028,672
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.

Company Information

MANAGED ACCOUNT ADVISORS LLC

CRD#: 142558Jersey City, NJ 07302

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