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 by FINTRX as having been registered with the SEC in 1991. Ownership is listed as a combination of a domestic entity and an individual, while the firm's classification in the database is “Unclassified.” FINTRX flags the firm as not being a capital allocator and not an active ESG investor. The profile does not include descriptions of advisory or business activities, client segments, or fee schedules. The FINTRX entry also indicates the firm is not marked as a multistate adviser, newly formed adviser, pension consultant, or related adviser. These attributes, together with the lack of disclosed advisory details, suggest limited public-facing information in the source dataset about the firm’s investment strategy or product mix.
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 5Cameron Anderson
Communications CoordinatorCRD 7630067
KYLE MEDLIN
Senior Vice President & Chief Compliance OfficerCRD 5496979
JONI CLARK
President, Chief Executive OfficerCRD 1966584
Contacts
3 of 330IAN DUMONT
Account RepresentativeCRD 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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