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Lawrence Zagarola

ACCESS WEALTH PLANNING, LLC·EAST HANOVER, New Jersey
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120 EAGLE ROCK AVENUE, EAST HANOVER, NJ 07936CRD# 4411966Firm CRD# 112973
01

About

Lawrence Zagarola is a registered financial advisor based in EAST HANOVER, New Jersey, affiliated with ACCESS WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACCESS WEALTH PLANNING, LLC
ACCESS WEALTH
AUM
$404M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCESS WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4411966
Firm CRD# 112973
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Zagarola offer?
Lawrence Zagarola specializes in Financial Planning, Investment Management. Contact their office in EAST HANOVER, New Jersey for a consultation.
What are Lawrence Zagarola's credentials?
Lawrence Zagarola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Zagarola located?
Lawrence Zagarola is based in EAST HANOVER, New Jersey, working with ACCESS WEALTH PLANNING, LLC. Their office serves clients in the EAST HANOVER metropolitan area and surrounding communities.
How does Lawrence Zagarola charge for services?
Lawrence Zagarola's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS WEALTH PLANNING, LLC?
ACCESS WEALTH PLANNING, LLC has approximately 6 employees and manages $404M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST HANOVER
Matthew Eric Lipman — THE GMS GROUP, LLCTimothy Joseph Donohue — THE GMS GROUP, LLCPaul Robert Konsig — THE GMS GROUP, LLCDavid Bruce Korostoff — THE GMS GROUP, LLCBruce Michael Milove — ACCESS WEALTH PLANNING, LLC
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