Eric Carrara
Eric Carrara is a registered investment advisor at Npa Asset Management, LLC, based in Chatham, NJ, with 35 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,746 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual account management fee is up to 3.00% and is negotiable. Fees vary by specific program, account size, and services selected.
Fee Estimator
Location
466 Southern Blvd Washington Bldg. 2nd Floor, Chatham, NJ, 07928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric sells life and health insurance through an independent agency and is compensated via commissions. He conducts both insurance and financial activities with the same client base and is dually registered with NPA Asset Management and Nationwide Planning Associates Inc.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Multi-Financial Securities CorporationBroker
State Registrations14 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.
Exams
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