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Kathleen Rita Donaway

Managed Account Advisors LLC

Jersey City, NJ

Jersey City, NJ

CRD 6574099

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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:

Current Employers
Managed Account Advisors Llc

525 Washington Blvd., Jersey City, NJ 07310 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-02-11
  • NJ RA
    APPROVED
    Since 2021-02-11

Branch Locations

525 Washington Blvd., Jersey City, NJ 07310 • United States

525 Washington Blvd, Jersey City, NJ 07310 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 06/2016 Present
Managed Account Advisors Llc Jersey City NJ 02/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-02
  • S66 Uniform Combined State Law Examination
    2019-04-02
Other Names
  • Katie Donaway
  • Kathleen Donaway

View on SEC IAPD

Nearby Firms

MORGAN STANLEY INVESTMENT MANAGEMENT INC.
MSRESS III MANAGER, L.L.C.
MS CAPITAL PARTNERS ADVISER INC.

Nearby Investors

Jessie A Ledesma
Andre Ricardo Carrera
Matthew A Funk

Nearby Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY

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