Mutual Of America Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 27878
- Registered since
- January 4, 1991
- Website
- www.mutualofamerica.com
Firm profile
FINTRXOverview
Mutual Of America Securities LLC is organized as a limited liability company and is recorded as SEC-registered since 1991. FINTRX classifies the firm as unclassified and lists its owner type as a domestic entity and individual. The record does not include descriptions of the firm's advisory activities, fee schedule, or client segments. The profile flags several operational characteristics: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. It is also not marked as a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Kyle Medlin
Senior Vice President & Chief Compliance OfficerCRD 5496979

Joseph Gaffoglio
President & CEOCRD 4410999

Joni Clark
President, Chief Executive OfficerCRD 1966584
Contacts
3 of 321
Ian Dumont
Retirement Plan SpecialistCRD 2762526

Andrew Kohl
Account SpecialistCRD 7769110

Patrick Chung
Client Relationship ManagerCRD 4733950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 320 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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