Justin Robert Capone
Financial advisor at Managed Account Advisors LLC
Last updated 2026-10-10
Claim your profileJustin Robert Capone is a financial advisor at Managed Account Advisors LLC, CRD 6933549. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-01-31.
Registration
- CRD number
- 6933549
- Registration status
- Active
- IAPD registration
- 2023-01-31
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 66
Work history
- 2018-04 to 2026-02 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Pennington, NJ
- 2013-07 to 2018-04 · Burlington County Farm Fair Association · Springfield, NJ
- 2023-02 to Present · Bank of America, N.A. · Jersey City, NJ
- 2026-02 to Present · Managed Account Advisors, LLC · Jersey City, NJ
Current employment
- Managed Account Advisors LLC · Jersey City, NJ
Managed Account Advisors LLC
- Regulatory AUM
- $994,989,855,169
- Registered advisors
- 27
- Offices
- 5
- Clients per advisor
- 53565.1 (Very high)
- Average AUM per client
- $688K (Low)
- High-net-worth client ratio
- 25.8% (Moderate)
Managed Account Advisors LLC: advisors, services and reported ETF investments
About
Justin Robert Capone is a financial advisor at Managed Account Advisors LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Burlington County Farm Fair Association.
Managed Account Advisors LLC's firm-level Form ADV reports 27 advisors across 5 offices; approximately 53565.1 clients per advisor, average assets per client of $687,975, and regulatory AUM of $995B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by Managed Account Advisors LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
Official record
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