Mark
Czaja

Hennion & Walsh Asset Management, Inc

CRD#1045839
Investment Advisor
in Boca Raton, FL

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About this Advisor

Mark Czaja is a financial advisor who works out of Boca Raton, Florida with a total of 7 years of industry experience. Czaja is on the advisory team at Hennion & Walsh Asset Management, Inc. Czaja has gained experience at Comprehensive Capital Corp and Hennion & Walsh Inc. Czaja holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Hennion & Walsh Asset Management, Inc is an advisory business that has its headquarters in Parsippany, NJ. The firm has a total of 70 people on staff. It handles $380 million in assets under management across its 1,056 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 1,056 client accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Hennion & Walsh Asset Management, Inc offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on the type of services. However, fees charged by Hennion & Walsh Asset Management, Inc can be comprised of some combination of asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Commissions

Office Location

777 Suite 500
Boca Raton, FL 33431

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Hennion & Walsh Asset Management, Inc Brokerage Details

Total Assets Under Management

$379,709,431

FL Average: $10,121,009,343
Total Number of Employees

70

FL Average: 92
Total Number of Accounts

1,056

FL Average: 6,978
Average Account Size

$359,573

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Czaja Work History

Mark has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

Hennion & Walsh Inc

1991 - Present (33 years)

Comprehensive Capital Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Czaja to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hennion & Walsh Asset Management, Inc

Steven Hynson
Parsippany, NJ
Zachary Walsh
Parsippany, NJ
Christopher Mastrangelo
Parsippany, NJ
Stephen Mensah Jr
Parsippany, NJ
Kyle Ruff
Parsippany, NJ
Devon Graham
Parsippany, NJ
Zachary Armstrong
Parsippany, NJ
David Pitt
Parsippany, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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