DZ
CFP
DZ
CFP

Darren Zagarola

19 Years of Experience
East Hanover, NJ
1 Disclosure

Darren Zagarola is a CFP-designated registered investment advisor at Eks Associates, based in East Hanover, NJ, with 19 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 54 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
54 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$300.4M

Fee Structure

Investment management only (planning not offered)

EKS Associates offers investment advisory services to construct portfolios based on your risk tolerance. They review your asset allocation and provide advice, including regular supervisory and management services. Since asset management is only done on a non-discretionary basis, EKS can only execute transactions with your prior approval after providing recommendations. Fees are paid quarterly in advance. The agreement can be terminated by either you or EKS at any time by written notice.

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Location

120 Eagle Rock Avenue, Suite 230, East Hanover, NJ, 07936

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History

Regulatory History (1)
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Customer Dispute
December 2013
Withdrawn
Other Business Activities

Darren works as an investment advisor and financial planner for Access Wealth Planning LLC. This takes about 10-20% of his time.

Employment History
Current Registrations
Eks Associates
May 2014 - Present · 11 yrs 11 mos
Access Wealth
July 2006 - Present · 19 yrs 9 mos
Previous Registrations
Dhh Advisors, LLC
January 2014 - April 2014 · 3 mos
Eks Associates, LLC
February 2009 - November 2013 · 4 yrs 9 mos
Donohue, Gironda & Doria, Cpa's
May 2006 - December 2014 · 8 yrs 7 mos
State Registrations3 states
FLNJPA
Advisor

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.

Exams
No exam information available for this advisor.
Darren Zagarola - Financial Advisor | TrueAdvisor