Role at Managed Account Advisors
- Title on Schedule A
- Vice President and Chief Operating Officer
- Control
- Matthew Ball is a control person of Managed Account Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Matthew Ball has held the filed role since February 2009.
The firm
Form ADV filed 18 September 2026
Career on record
Matthew Ball has been registered through Managed Account Advisors since July 2010.
- Managed Account Advisors LLCCurrent– present · 16 yearsJersey City, NJ · Adviser representative · Firm CRD 142558
- Passed Series 65 · 2010
- Passed Series 7 · 2002
- Passed Series 63 · 2001
Registrations and exams
Matthew Ball has a current investment-adviser registration in New Jersey and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| New Jersey | Investment adviser representative | Approved | 19 July 2010 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 2001 |
| Series 7 | General Securities Representative Examination | 1 July 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Matthew Scott Ball
- CRD
- 4441816
- Registration status
- Investment adviser registration
- Office
- 525 Washington Blvd, Jersey City, NJ 07310
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Matthew Ball work?
Matthew Ball has been Vice President and Chief Operating Officer of Managed Account Advisors LLC since February 2009, and is a control person of the firm.
Is Matthew Ball a financial advisor?
Yes. Matthew Ball has a current investment-adviser registration in New Jersey, through Managed Account Advisors since July 2010, as of 17 October 2026.
How many years of experience does Matthew Ball have?
Matthew Ball has worked in the financial industry for 16 years as of 17 October 2026, counted from 18 July 2010, across 1 adviser firm.
What exams has Matthew Ball passed?
Matthew Ball has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in September 2001.
Where is Matthew Ball based?
Matthew Ball’s registered office is in Jersey City, NJ.
Leadership at Managed Account Advisors
- John CapelliPresident and Director
- Timothy RyanChief Financial Officer
- Carlos TorresChief Compliance Officer
- Nancy Monir FahmyDirector
- Antony GheeDirector
- Mark GranshawDirector
- Julie LymanChief Legal Officer
- Kurt ManciniDirector
- Michael PelzarDirector