Access Wealth
Access Wealth (CRD# 112973) is a financial advisory firm headquartered in East Hanover, NJ. They manage $407,909,377 in 895 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management408MILLION
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Total Number of Accounts895ACCOUNTS
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Average Account Value$455,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NC, NJ, NY, PA, RI, TX, VA
Carl Cappadona (CRD# 5283717) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 16 years of experience in the finance industry.
Michael Chomiak (CRD# 5278483) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 15 years of experience in the finance industry.
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.
Robert Epstein (CRD# 3167534) is an Investment Advisor Representative working at Access Wealth in East Hanover, NJ and has over 15 years of experience in the finance industry.
Howard Hook (CRD# 4199828) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 21 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.
Alan Merker (CRD# 4800952) is an Investment Advisor Representative working at Access Wealth in Totowa, NJ and has over 22 years of experience in the finance industry.
Bruce Milove (CRD# 1145479) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 31 years of experience in the finance industry.
Howard Milove (CRD# 3230483) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 22 years of experience in the finance industry.
John Petrella (CRD# 4800955) is an Investment Advisor Representative working at Access Wealth in Totowa, NJ and has over 22 years of experience in the finance industry.
Jeffrey Schwartz (CRD# 4434947) is an Investment Advisor Representative working at Access Wealth in Clifton, NJ and has over 20 years of experience in the finance industry.