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Vivian Pan Dean

MUNICIPAL ASSET MANAGEMENT INC·RYE BROOK, New York
Series 65Clean record4 years registeredMUNICIPAL ASSET MANAGEMENT INC
3 INTERNATIONAL DRIVE, RYE BROOK, NY 10573CRD# 7433378Firm CRD# 108320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vivian Pan Dean · RYE BROOK, NY
Registration
CRD #7433378 · MUNICIPAL ASSET MANAGEMENT INC · 4 years registered
Brand Profile
Not yet started
01

Career History

MUNICIPAL ASSET MANAGEMENT INC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 30, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUNICIPAL ASSET MANAGEMENT INC
CRD 108320 · SEC 801-46631
AUM
$121M
Regulatory assets under management
Employees
3
26 client accounts
Services offered by MUNICIPAL ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MUNICIPAL ASSET MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Vivian Pan Dean offer?
Vivian Pan Dean specializes in Investment Management, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Vivian Pan Dean's credentials?
Vivian Pan Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vivian Pan Dean located?
Vivian Pan Dean is based in RYE BROOK, New York, working with MUNICIPAL ASSET MANAGEMENT INC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Vivian Pan Dean charge for services?
Vivian Pan Dean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNICIPAL ASSET MANAGEMENT INC?
MUNICIPAL ASSET MANAGEMENT INC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Marcy Annette Mashioff
RYE BROOK, NY

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