Levan Chubinishvili, financial advisor East Hanover NJ

Levan Chubinishvili

CRD Number: 6365304
Current Firm: Access Wealth

Levan Chubinishvili (CRD# 6365304) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 7 years of experience in the finance industry. Levan Chubinishvili has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Jun 2020 - Current 2
Access Wealth Planning, LLC Roseland, NJ Jun 2018 - Current 4
Hennion & Walsh Inc. Parsippany, NJ Jun 2014 - Jun 2018 4
Student Lancaster, PA May 2014 - Jun 2014 < 1
Franklin & Marshall Lancaster, PA Aug 2013 - May 2014 < 1
Unemployed Lancaster, PA Jul 2013 - Aug 2013 < 1
Swepco Tube Clifton, NJ May 2013 - Aug 2013 < 1
Franklin & Marshall Lancaster, PA Aug 2012 - May 2013 < 1
Unemployed Lancaster, PA May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Levan Chubinishvili
Phone Number: 973-740-2400
Registered State(s):
  • CA
  • NJ
  • PA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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