Daniel Iczkowski is a registered investment advisor at Nfsg Corporation, based in Morris Plains, NJ, with 24 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 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 | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
Morris Plains, NJ
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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 →Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cuso Financial Services, L.P.Broker
Grove Point Investments, LLCBroker
Next Financial Group, INC.Broker
Scf Securities, INC.Broker
Sorrento Pacific Financial, LLCBroker
Western International Securities, INC.Broker
Pruco Securities, LLC.Broker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
Tower Square Securities, INC.Broker
Metlife Securities, INCBroker
New England SecuritiesBroker
Walnut Street Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Futureshare Financial LLCBroker
Quick & Reilly, INC.Broker
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 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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