Access Wealth

Access Wealth (CRD# 112973) is a financial advisory firm headquartered in East Hanover, NJ. They manage $315,000,709 in 338 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $931,955
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Access Wealth
Showing 1 - 10 of 14 top financial advisors.
1
Carl J. Cappadona
CRD#: 5283717
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936

Carl Cappadona (CRD# 5283717) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 14 years of experience in the finance industry.

2
Michael P. Chomiak
CRD#: 5278483
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936

Michael Chomiak (CRD# 5278483) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 13 years of experience in the finance industry.

3
Levan Chubinishvili
CRD#: 6365304
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936

Levan Chubinishvili (CRD# 6365304) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 5 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.

4
Robert S. Epstein
CRD#: 3167534
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936

Robert Epstein (CRD# 3167534) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 14 years of experience in the finance industry.

5
Howard M. Hook
CRD#: 4199828
4 Becker Farm Road, Roseland, NJ 07068

Howard Hook (CRD# 4199828) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 20 years of experience in the finance industry. Howard Hook 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.

6
Alan S. Merker
CRD#: 4800952
999 Riverview Drive, Totowa, NJ 07512

Alan Merker (CRD# 4800952) is an Investment Advisor Representative working at Access Wealth in Totowa, NJ and has over 20 years of experience in the finance industry.

7
Bruce M. Milove
CRD#: 1145479
4 Becker Farm Road, Roseland, NJ 07068

Bruce Milove (CRD# 1145479) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 29 years of experience in the finance industry.

8
Howard S. Milove
CRD#: 3230483
4 Becker Farm Road, Roseland, NJ 07068

Howard Milove (CRD# 3230483) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 20 years of experience in the finance industry.

9
John E. Petrella
CRD#: 4800955
999 Riverview Drive, Totowa, NJ 07512

John Petrella (CRD# 4800955) is an Investment Advisor Representative working at Access Wealth in Totowa, NJ and has over 20 years of experience in the finance industry.

10
Jeffrey P. Schwartz
CRD#: 4434947
1115 Clifton Avenue, Clifton, NJ 07015

Jeffrey Schwartz (CRD# 4434947) is an Investment Advisor Representative working at Access Wealth in Clifton, NJ and has over 18 years of experience in the finance industry.

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