Timothy Munson

Employer firm

Managed Account Advisors LLC CRD 142558

$995B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 02/2017 → Present
  Managed Account Advisors Llc
  Jersey City, NJ

Previous Registrations

• 2015-07-01 → 2017-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Jacksonville, FL
  Pennington, NJ
  Jersey City, NJ

Other Businesses

I*108368 For profit or not for profit: For-Profit Organization Name of outside business organization: Lyft Investment related: N Address of business: San Francisco, California 94107 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 8/31/2017 Number of hours devoted: 12 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Pick up customers and drop them off to their location I*, Entity Type For Profit, Name of OBA: Famous Daves Address: Mountainside NJ 07092 Investment Related: No Position, Title, Association: Server Employee Start Date: 12/01/2022 No Hours: 10-15 weekly No Hours during trading: 0 Duties: Food runner help take out food

Exams

• S66 Uniform Combined State Law Examination
  2015-06-25
• S63 Uniform Securities Agent State Law Examination
  2015-05-01

Other Names

• Timothy Munson
• Timothy William Munson