Mony Securities Corporation is a large advisory firm based in New York. It manages $678.9 million of regulatory assets for 3,490 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Mony Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mony Securities Corporation is $678.9 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mony Securities Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philip Paul Dambrisi has been acting as President since 1 Sep 1999. Anthony Paul Olson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mony Securities Corporation performs its advisory services is located at 1290 Avenue Of The Americas, New York, NY 10104, which is also the mailing address of the firm. An additional office of the firm is in Syracuse, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-736-0166 or by fax 212-314-2812. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.mony.com.