EB
EB

Eric Bicknese

29 Years of Experience
BrokerSells Insurance

Eric Bicknese is a registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,855 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

NPA Asset Management offers several investment management programs:

  • Advisor Managed Account Program: Advisors assist clients in developing custom portfolios with various securities. Maximum annual fee is 3% of the account value, negotiable.
  • MA Direct Account Program: Advisors help clients select third-party money managers. Maximum annual fee is 3% of the account value, negotiable.
  • MA Custom AdvisorFlex Program: Clients choose from model portfolios managed by Lockwood Advisors. Maximum annual fee is 3% of the account value, negotiable.

Fees are payable in advance and are based on the account balance. Clients may also incur transaction charges and other fees. All fees are negotiable.

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Location

32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is a partner in East Coast Sailing Specialists, LLC, a sailing charter company, but is not involved in day-to-day operations. He also works as a real estate salesperson, referring clients to brokers and acting as a point of contact, dedicating a few hours per week. Eric is also an independent insurance agent.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 3 mos
Nationwide Planning Associates INC.Broker
May 2010 - Present · 15 yrs 11 mos
Previous Registrations
Npa Asset Management, LLC
May 2010 - December 2017 · 7 yrs 7 mos
Regal Advisory Services, INC.
July 2007 - June 2010 · 2 yrs 11 mos
Regal Securities, INC.Broker
July 2007 - June 2010 · 2 yrs 11 mos
Brookstreet Capital Management
April 2004 - July 2007 · 3 yrs 3 mos
Brookstreet Securities CorporationBroker
November 2002 - July 2007 · 4 yrs 8 mos
World Financial Capital Markets INC.Broker
November 2000 - November 2002 · 2 yrs
Pacific Continental Securities CorporationBroker
January 2000 - December 2000 · 11 mos
First Liberty Investment Group, INC.Broker
October 1999 - February 2000 · 4 mos
Pacific Continental Securities CorporationBroker
June 1998 - October 1999 · 1 yr 4 mos
First American Equities, INC.Broker
January 1998 - June 1998 · 5 mos
Danallen Investment Group INC.Broker
November 1997 - February 1998 · 3 mos
Worthington Capital Group, INC.Broker
June 1997 - November 1997 · 5 mos
Investors Associates, INC.Broker
December 1996 - July 1997 · 7 mos
State Registrations18 states
AZCACTFLLAMANCNJNVNYOHPARISCTXVAVTWI
AdvisorBrokerBoth

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.