Kevin Morse, financial advisor Paramus NJ
93 score

Kevin Morse

CRD Number: 4622347
Current Firm: Npa Asset Management, LLC

Kevin Morse (CRD# 4622347) is an Investment Advisor Representative working at Npa Asset Management, LLC in Paramus, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Franklin Lakes, NJ Aug 2012 - Current 4
World Financial Group, Inc. Franklin Lakes, NJ Aug 2012 - Current 4
Morristown Fire Department Morristown, NJ Mar 2012 - Current 4
Morgan Stanley Florham Park, NJ Jan 2012 - Jul 2012 < 1
Bank Of America, Na Short Hills, NJ Dec 2009 - Jan 2012 2
Merrill Lynch Short Hills, NJ Apr 2008 - Jan 2012 3
Army National Guard Ft Dix, NJ Aug 2002 - Apr 2008 5
Joseph Stevens & Companyinc. New York, NY Jun 2007 - Mar 2008 < 1
Reid &amp; Rudiger New York, NY Oct 2006 - Jun 2007 < 1
Ekn New York, NY Apr 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Kevin R. Morse
Phone Number: 201-476-0029
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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