Diana Corujo-Ramsey
Diana Corujo-Ramsey is a registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 31 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,855 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NPA Asset Management offers several investment management programs:
- Advisor Managed Account Program: Advisors assist clients in developing custom portfolios with various securities. Maximum annual fee is 3% of the account value, negotiable.
- MA Direct Account Program: Advisors help clients select third-party money managers. Maximum annual fee is 3% of the account value, negotiable.
- MA Custom AdvisorFlex Program: Clients choose from model portfolios managed by Lockwood Advisors. Maximum annual fee is 3% of the account value, negotiable.
Fees are payable in advance and are based on the account balance. Clients may also incur transaction charges and other fees. All fees are negotiable.
Location
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Diana is an insurance agent offering various insurance products, including property & casualty, health, disability, annuities, long-term care, and life insurance, dedicating nearly full-time hours to this activity. She is also the sole owner of Retirement Valuable Solutions LLC, handling check writing and expense management, and spends about half her time as a damage inspector.
Employment History
Current Registrations
Nationwide Planning Associates INC.Broker
Npa Asset Management, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Fs, INC.
Lincoln Financial Securities Corporation
Osaic Fs, INC.Broker
Washington Square Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.