Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Anthony Czaja

Hennion & Walsh Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Anthony Czaja

Mark Anthony Czaja is a financial advisor with over 30 years of experience in the industry. He is currently registered with Hennion & Walsh Asset Management, Inc. Mark has a wide range of experience working with clients of various backgrounds, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Mark is dedicated to helping his clients achieve their financial goals.

Firm Information

Mark Czaja is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Czaja’s Registration & Firm History

FL

09/01/2016 - Present

Hennion & Walsh Asset Management, Inc. (Boca Raton FL)

FL

10/23/2002 - 12/31/2013

PMK SECURITIES & RESEARCH, INC. (DELRAY BEACH FL)

NY

09/30/1991 - 11/04/2002

COMPREHENSIVE CAPITAL CORPORATION (GREAT NECK NY)

NY

07/11/1988 - 09/30/1991

G. K. SCOTT & CO., INC. (PLAINVIEW NY)

NA

08/19/1987 - 07/16/1988

BROWNSTONE-SMITH SECURITIES CORP.

NA

07/23/1987 - 08/14/1987

THE JAMESON GROUP, INC.

NA

10/10/1985 - 08/01/1987

THE STUART-JAMES COMPANY, INC.

NA

12/21/1983 - 10/21/1985

E. F. HUTTON & COMPANY INC

NA

05/14/1982 - 04/15/1983

FIRST INVESTORS CORPORATION

Not sure if Mark Anthony Czaja is right for you?

Licenses & Designations

IA

Issued 11/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/1991

Series 4 - Registered Options Principal Examination

BC

Issued 03/16/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mark Anthony Czaja. Review regulatory record here.
Not sure if Mark Anthony Czaja is right for you?