Kevin Richard Morse
Investment adviser representative at Npa Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Npa Asset Management, LLCJan 2018 to now
- Transamerica Financial Advisors, IncAug 2012 to now
- World Financial Group, Inc.Aug 2012 to now
- Morristown Fire DepartmentMar 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Npa Asset Management, LLC
$1.1BAssets managed
2,746Clients
51Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4622347
- Firm CRD
- 131534