Raymond Zong, financial advisor Paramus NJ
93 score

Raymond Zong

CRD Number: 2989049
Current Firm: Npa Asset Management, LLC

Raymond Zong (CRD# 2989049) is an Investment Advisor Representative working at Npa Asset Management, LLC in Paramus, NJ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, Inc. Ft. Lauderdale, FL Nov 2012 - Jun 2015 2
Kovack Advisors, Inc. Ft. Lauderdale, FL Nov 2012 - Jun 2015 2
Lpl Financial Lansdale, PA May 2012 - Nov 2012 < 1
Private Advisor Group, LLC Lansdale, PA May 2012 - Oct 2012 < 1
Bank Of America, Na Philadelphia, PA Dec 2009 - May 2012 2
Merrill Lynch, Pierce, Fenner & Smith Philadelphia, PA Aug 2006 - Dec 2009 3
Ubs Financial Services Inc. Philadelphia, PA Dec 2002 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Raymond Zong
Phone Number: 201-476-0029
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    304
    MILLIONS
  • Total Number of Accounts
    1,297
    ACCOUNTS
  • Average Account Value
    $234,226
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

CA, CT, GA, IL, KS, NJ, NY, PA, PR, RI, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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