Chief Legal Officer · Managed Account Advisors LLC
Julie B. Lyman
CRD 2384759 · Named on Form ADV at one SEC-registered adviser
At a glance
Managed Account Advisors LLC, an SEC-registered wealth manager based in Jersey City, NJ with $995.0 billion in regulatory assets, lists Julie B. Lyman on its Form ADV as Chief Legal Officer.
Firms and roles
- Managed Account Advisors LLCChief Legal OfficerWealth manager · Jersey City, NJ · $995B in regulatory assets
AtlasMembers
Julie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (9)
- Matthew S. BallVice President and Chief Operating Officer, Managed Account Advisors LLC
- John J. CapelliPresident and Director, Managed Account Advisors LLC
- Carlos A. TorresChief Compliance Officer, Managed Account Advisors LLC
- Timothy P. RyanChief Financial Officer, Managed Account Advisors LLC
- Mark A GranshawDirector, Managed Account Advisors LLC
4 more people named with Julie on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.