Miguel Oscar Morales-corujo
Investment adviser representative at Npa Asset Management, LLC
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
13 years in the industry.
- Npa Asset Management, LLCSep 2025 to now
- Nationwide Planning Associates, IncSep 2025 to now
- Wells Fargo Bank, NADec 2022 to Sep 2025
- Wells Fargo Clearing Services, LLCDec 2022 to Aug 2025
- MML Investors Services, LLCSep 2020 to Nov 2022
- Massmutual Life Insurance CompanyJul 2020 to Nov 2022
- Martinez Leiseca PscJan 2018 to Dec 2022
- Garcia Selva Y Ramirez Lugo Law OfficeJun 2017 to Dec 2017
- Interamerican University of Puerto Rico School of LawAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (NC, NJ, PR, VA).
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
- 5896066
- Firm CRD
- 131534