Daniel R. Iczkowski

NFSG

MORRIS PLAINS, NJ

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CRD#: 2863720

Professional summary

Daniel Raymond Iczkowski, who also goes by Dan Raymond Iczkowski, is a registered financial advisor currently at NFSG CORPORATION located in Morris Plains, New Jersey and NEWBRIDGE SECURITIES CORPORATION located in Boca Raton, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Daniel has worked at 24 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 4 and Series 24 exams.

Aliases

Dan Raymond Iczkowski

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Raymond Iczkowski's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 27, 2026 - Present

NFSG CORPORATION

RIA

CRD#: 130814

MORRIS PLAINS, NJ

Current

March 2, 2026 - Present

NEWBRIDGE SECURITIES CORPORATION

Office #1: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432Office #2: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432Office #3: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432

CRD#: 104065

BOCA RATON, FL

Past

December 4, 2023 - August 1, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

PASADENA, CA

Past

December 4, 2023 - August 1, 2025

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

SAN DIEGO, CA

Past

December 4, 2023 - August 1, 2025

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

December 4, 2023 - August 1, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOUSTON, TX

Past

December 4, 2023 - August 1, 2025

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

December 4, 2023 - August 1, 2025

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SAN DIEGO, CA

Past

December 4, 2023 - August 1, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

November 9, 2017 - January 31, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

Newark, NJ

Past

June 30, 2016 - September 30, 2016

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

NEW YORK CITY, NY

Past

August 9, 2005 - September 5, 2013

TOWER SQUARE SECURITIES, INC.

CRD#: 833

ISELIN, NJ

Past

July 1, 2005 - August 5, 2005

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

October 2, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ISELIN, NJ

Past

October 2, 2003 - September 5, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

ISELIN, NJ

Past

October 2, 2003 - January 2, 2015

NEW ENGLAND SECURITIES

CRD#: 615

ISELIN, NJ

Past

October 2, 2003 - June 30, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ISELIN, NJ

Past

June 26, 2001 - March 1, 2002

BNY MELLON SECURITIES LLC

CRD#: 47268

JERSEY CITY, NJ

Past

August 7, 2000 - December 22, 2000

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

September 24, 1999 - August 7, 2000

FLEET ENTERPRISES, INC.

CRD#: 17434

NEW YORK, NY

Past

September 24, 1999 - April 25, 2001

FIS SECURITIES, INC.

CRD#: 30533

BOSTON, MA

Past

June 2, 1999 - November 30, 2001

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

May 25, 1999 - March 1, 2002

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

Past

November 3, 1998 - May 17, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

April 18, 1997 - July 1, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

NFSG CORPORATION

NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA

Registered Investment Advisory firm - (11/6/2007 Approved)

Arizona

Registered Investment Advisory firm - (11/8/2007 Terminated)

California

Registered Investment Advisory firm - (11/8/2007 Terminated)

Connecticut

Registered Investment Advisory firm - (11/8/2007 Terminated)

Florida

Registered Investment Advisory firm - (12/12/2007 Terminated)

Illinois

Registered Investment Advisory firm - (11/6/2007 Terminated)

Indiana

Registered Investment Advisory firm - (11/8/2007 Terminated)

Nevada

Registered Investment Advisory firm - (12/17/2007 Terminated)

New Jersey

Registered Investment Advisory firm - (11/14/2007 Terminated)

North Carolina

Registered Investment Advisory firm - (11/8/2007 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/13/2007 Terminated)

Tennessee

Registered Investment Advisory firm - (12/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2007 Terminated)

Virginia

Registered Investment Advisory firm - (11/8/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(3/2/2026)

New Jersey
(3/2/2026)

IAR

New Jersey
(7/27/2026)

North Carolina
(3/17/2026)

South Dakota
(3/17/2026)

Washington
(3/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/20/2026

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/29/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/5/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/17/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 11/15/2001

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/22/1999

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

NFSG CORPORATION

NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | NFSG CORPORATION | NEWBRIDGE FINANCIAL SERVICES, INC.

CRD#: 130814 / SEC#: 801-68448

RIA

Registered Investment Advisory firm - (11/6/2007 Approved)

Arizona

Registered Investment Advisory firm - (11/8/2007 Terminated)

California

Registered Investment Advisory firm - (11/8/2007 Terminated)

Connecticut

Registered Investment Advisory firm - (11/8/2007 Terminated)

Florida

Registered Investment Advisory firm - (12/12/2007 Terminated)

Illinois

Registered Investment Advisory firm - (11/6/2007 Terminated)

Indiana

Registered Investment Advisory firm - (11/8/2007 Terminated)

Nevada

Registered Investment Advisory firm - (12/17/2007 Terminated)

New Jersey

Registered Investment Advisory firm - (11/14/2007 Terminated)

North Carolina

Registered Investment Advisory firm - (11/8/2007 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/13/2007 Terminated)

Tennessee

Registered Investment Advisory firm - (12/8/2007 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2007 Terminated)

Virginia

Registered Investment Advisory firm - (11/8/2007 Terminated)

PREMIUM

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Contact information

Main Address

1200 North Federal Highway Suite 400, Boca Raton, FL 33432

Mailing Address

Phone number

(954) 334-3450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/2/2026)

NFSG WRAP FEE PROGRAM BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts	3,607
AUM (Assets Under Management)	$ 1,082,643,515

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel R. Iczkowski

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Raymond Iczkowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWBRIDGE SECURITIES CORPORATION

WESTERN INTERNATIONAL SECURITIES, INC.

SORRENTO PACIFIC FINANCIAL, LLC

SCF SECURITIES, INC.

NEXT FINANCIAL GROUP, INC.

GROVE POINT INVESTMENTS, LLC

CUSO FINANCIAL SERVICES, L.P.

CADARET, GRANT & CO., INC.

PRUCO SECURITIES, LLC.

METLIFE INVESTORS DISTRIBUTION COMPANY

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

WALNUT STREET SECURITIES, INC.

NEW ENGLAND SECURITIES

MSI FINANCIAL SERVICES, INC.

BNY MELLON SECURITIES LLC

QUICK & REILLY, INC.

FLEET ENTERPRISES, INC.

FIS SECURITIES, INC.

FIRSTAR INVESTMENT SERVICES,INC.

CONSECO SECURITIES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

NFSG CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2026

Series 65

Date: 5/29/1997

Series 63

Date: 4/24/1997

SIE

Date: 10/1/2018

Series 31

Date: 5/5/1997

Series 7

Date: 4/17/1997

Series 4

Date: 11/15/2001

Series 24

Date: 7/22/1999

FINRA

Nasdaq Stock Market

Current Firm

NFSG CORPORATION

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NFSG CORPORATION

TRUST BUT VERIFY

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