Daniel Mazurek
Daniel Mazurek is a registered investment advisor at Npa Asset Management, LLC, based in Montville, NJ, with 30 years of industry experience. Daniel 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
2 Changebridge Rd, Montville, NJ, 07045
Get directionsHistory
Regulatory History (7)
Judgment / Lien
June 2023Judgment / Lien
May 2023Judgment / Lien
October 2022Judgment / Lien
September 2021Judgment / Lien
April 2021Judgment / Lien
November 2020Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Daniel is dually registered with NPA Asset Management and Nationwide Planning Associates Inc. Daniel is also an independent insurance agent through various agencies.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Walnut Street Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nathan & Lewis Securities, INC.Broker
Ws Griffith Securities, INC.Broker
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.