Eleanore Szymanski, financial advisor East Hanover NJ

Eleanore Szymanski

CRD Number: 1528249
Current Firm: Access Wealth

Eleanore Szymanski (CRD# 1528249) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 37 years of experience in the finance industry. Eleanore Szymanski 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
The Financial Planning Answerplace, LLC Princeton, NJ Jun 2012 - Current 11
Eks Associates, LLC Princeton, NJ Oct 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Nov 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eleanore K. Szymanski
Phone Number: 973-740-2400
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    367
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $953,387
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

CA, FL, NC, NJ, NY, PA, RI, TX, VA

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