Mark Czaja, financial advisor Boca Raton FL

Mark Czaja

CRD Number: 1045839
Current Firm: Hennion & Walsh Asset Management, Inc.

Mark Czaja (CRD# 1045839) is an Investment Advisor Representative working at Hennion & Walsh Asset Management, Inc. in Boca Raton, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Hennion & Walsh Inc. Delray Beach, FL Dec 2013 - Current 10
Comprehensive Capital Corp. Boca Raton, FL Sep 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Czaja
Phone Number: 973-299-8989
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    1,056
    ACCOUNTS
  • Average Account Value
    $359,573
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI

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