MUTUAL OF AMERICA SECURITIES LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
335
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
27878
Registered since
January 4, 1991

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Cameron Anderson

    Communications CoordinatorCRD 7630067

  • KYLE MEDLIN

    Senior Vice President & Chief Compliance OfficerCRD 5496979

  • JONI CLARK

    President, Chief Executive OfficerCRD 1966584

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Contacts

3 of 330
  • IAN DUMONT

    Account RepresentativeCRD 2762526

  • Andrew Kohl

    Account SpecialistCRD 7769110

  • PATRICK CHUNG

    Client Relationship ManagerCRD 4733950

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth