MMA Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 44254
- Registered since
- July 7, 2015
- Website
- www.marshmma.com
- Fee structure
- Fixed Fees, Commissions, Other
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
MMA Securities LLC is an SEC-registered limited liability company (registered in 2015) that operates primarily as a broker-dealer and insurance broker serving institutional clients. The firm describes itself as a capital allocator and combines fee and commission-based revenue: fixed fees, commissions and other fee arrangements are part of its model. It does not identify as an active ESG investor. Advisory services emphasize pension-related work — the firm provides pension consulting, assists with the selection of other advisers, and offers educational seminars and workshops. Corporate roles and industry affiliations extend beyond brokerage and insurance distribution: the firm is associated with other investment-adviser activity, commodity pool/operator roles, insurance-company relationships, pension consultancy, and sponsor/GP or managing-member responsibilities for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
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 4
Timothy Swanson
Chief Investment OfficerCRD 4367261

Bradford Jeter
Founder & CEOCRD 6336515

Michael Schnur
Account CoordinatorCRD 7803535
Contacts
3 of 218Ryan Esping
Retirement Plan ConsultantCRD 5695263

Benjamin Zietz
Insurance AdvisorCRD 5714732

Linda Bright
Senior Vice President, Managing DirectorCRD 5756182
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
- 1166 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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