Djuliarto Ng
Advisor at Smart Financial Group, LLC — Pittsburgh, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
15 years
Location
Pittsburgh, PA 15222
Djuliarto Ng is a financial advisor with Smart Financial Group, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Smart Financial Group since 2011 and also operates as a sole proprietor through Smart Insurance Group, where he sells fixed insurance products. Smart Financial Group provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, primarily referring clients to third-party money managers for portfolio management while assisting with account reviews and communications. The firm delivers fixed-fee planning covering cash flow, retirement, risk management, tax, and estate matters but does not hold custody of client assets or provide discretionary portfolio management directly.
Based on Smart Financial Group, LLC
Financial Planning Services charged as a fixed fee up to $2,000.
$0+: varies by portfolio: 1.00% to 2.15% annually (total combined fee from TPM and SFG) $0+: $300 flat fee for Client Directed Accounts
Investment Advisor Representatives receive commissions as licensed insurance agents.
Minimum fee: Financial Planning Services are offered based on a flat fee up to $2,000.
Pittsburgh, PA
606 Liberty Ave, 3rd Floor
Pittsburgh PA 15222
Advisors at this office
1
Pennsylvania
15 years of industry experience
Smart Financial Group, LLC
2011 - Present • 15 years
Monroeville, PA
Djuilarto Ng, Sole Proprietor dba Smart Insurance Group
2004 - Present • 22 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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