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- Custodian
- Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-27-2007
- Office Locations
- 2
Office Locations
About Managed Account Advisors LLC
Managed Account Advisors LLC (CRD 142558) is a Jersey City, NJ registered investment adviser operating in retail and institutional channels through Merrill Lynch/Bank of America. The firm provides asset management and portfolio construction, plus services such as insurance/life insurance and 529 plans. Investment exposure spans ETFs and mutual funds, fixed income, and alternatives (private funds, hedge funds, private equity, real estate), with SMA assets notably ETF-heavy.
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Owner & Executives
MATTHEW SCOTT BALL
CHIEF OPERATING OFFICER, VICE PRESIDENT
- CRD
- #4441816
- Ownership
- Less than 5%
JOHN JOSEPH CAPELLI
DIRECTOR, President, Principal
- CRD
- #2203083
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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TERRANCE JOHN BREEN
Vice President
- CRD
- #2799137
Justin Robert Capone
--
- CRD
- #6933549
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $994,989,855,169 | $448,100 |
| Non-Discretionary | $0 | -- |
| Total | $994,989,855,169 | $448,100 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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