MM
Michael L. March
NPA ASSET MANAGEMENT
Hackensack, NJ 07601
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CRD#: 2295364
MM
Professional summary
Michael Lionel March, CFP®, who also goes by Michael L March, is a registered financial advisor currently at NPA ASSET MANAGEMENT, LLC located in Hackensack, New Jersey and NATIONWIDE PLANNING ASSOCIATES INC. located in Hackensack, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael L March
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I HAVE A TAX PREPARATION BUSINESS THAT I OPERATE UNDER MY NAME MICHAEL L. MARCH, CPA. THE TAX BUSINESS REPRESENTS ABOUT 5 TO 10% OF GROSS BUSINESS. DBA EDUCATIONAL LITERACY SERVICES-COLLEGE FUNDING OR PLANNING. I HAVE FORMED ANOTHER BUSINESS CALLED EDUCATIONAL LITERACY SERVICES WHERE I HELP PARENTS OF COLLEGE BOUND CHILDREN WITH STRATEGIES TO SAVE FOR COLLEGE. THIS BUSINESS REPRESENTS 0 TO 5% OF MY GROSS BUSINESS. INSURANCE SALES, LIFE, HEALTH, ACCIDENT, FIXED ANNUITIES WITH INDIANAPOLIS LIFE AND NORTH AMERICAN LIFE I SPEND ABOUT 0-10% OF MY TIME WITH THIS ACTIVITY. I SPEND APPROXIMATELY 60-70% OF MY TIME ADVISING CLIENTS AS A INVESTMENT ADVISOR REPRESENTATIVE WITH NPA ASSET MANAGEMENT, LLC, 32-16 BROADWAY, 2ND FLOOR, FAIR LAWN, NJ 07410 MEMBER OF FINANCE COMMITTEE IN A LOCAL CHURCH, RIDGEWOOD, NJ; ADVISE ON RUNNING FINANCIALS EFFICIENTLY, PROPERTY INSURANCE, BUDGET ITEMS, HIRING DECISIONS OF PERSONNEL; NO COMPENSATION; APPROXIMATELY 3-4
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lionel March's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 9, 2018 - Present
NPA ASSET MANAGEMENT, LLC
Office #1: 1 University Plaze Suite 401, Hackensack, NJ 07601RIA
CRD#: 131534
Hackensack, NJ
Current
April 26, 2010 - Present
NATIONWIDE PLANNING ASSOCIATES INC.
Office #1: 1 University Plaza Suite 401, Hackensack, NJ 07601BD
CRD#: 31029
Hackensack, NJ
Past
April 26, 2010 - December 31, 2017
NPA ASSET MANAGEMENT, LLC
RIA
CRD#: 131534
HACKENSACK, NJ
Past
November 29, 2006 - April 28, 2010
OSAIC WEALTH, INC.
BD
CRD#: 23131
HACKENSACK, NJ
Past
March 30, 2004 - July 29, 2010
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC
RIA
CRD#: 128716
HACKENSACK, NJ
Past
January 22, 1994 - December 4, 2006
INVESTMENT ADVISORS & CONSULTANTS, INC.
BD
CRD#: 7996
HACKENSACK, NJ
Past
December 18, 1992 - January 4, 1994
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NPA ASSET MANAGEMENT, LLC
NPA ASSET MANAGEMENT, LLC
CRD#: 131534 / SEC#: 801-66006
RIA
Registered Investment Advisory firm - (2/23/2006 Approved)New Jersey
Registered Investment Advisory firm - (8/12/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/30/2018)
RR
California(12/8/2020)
RR
Delaware(4/26/2010)
RR
Florida(10/20/2017)
RR
Georgia(1/28/2013)
RR
Maine(5/22/2015)
RR
Maryland(8/24/2017)
RR
New Hampshire(11/19/2018)
RR
New Jersey(4/26/2010)
IAR
New Jersey(1/9/2018)
RR
New Mexico(12/8/2020)
RR
New York(4/26/2010)
RR
North Carolina(5/22/2015)
RR
Pennsylvania(4/26/2010)
RR
Puerto Rico(1/28/2013)
RR
Virginia(11/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NA
NPA ASSET MANAGEMENT, LLC
NPA ASSET MANAGEMENT, LLC
CRD#: 131534 / SEC#: 801-66006
RIA
Registered Investment Advisory firm - (2/23/2006 Approved)New Jersey
Registered Investment Advisory firm - (8/12/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
32-16 Broadway 2nd Floor, Fair Lawn, NJ 07410
Mailing Address
Phone number
(201) 476-0029
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,855 |
| AUM (Assets Under Management) | $ 1,009,851,764 |
Red Flags
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