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MC
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Melissa Cruz
Managed Account Advisors LLC
8 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Managed Account Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B
Fee Structure
Minimum Investment:
$1K
Financial Planning:
Investment management only
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Location
101 Hudson Street, Jersey City, NJ, 07302
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Financial
August 2016
Final
Financial
August 2016
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Managed Account Advisors LLC
July 2017 - Present · 8 yrs 7 mos
State Registrations
1 state
NJ
Advisor
Exams
No exam information available for this advisor.