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Lawrence Zagarola

ACCESS WEALTH PLANNING, LLC·EAST HANOVER, New Jersey
Series 65Clean record23 years registeredACCESS WEALTH PLANNING, LLC
120 EAGLE ROCK AVENUE, EAST HANOVER, NJ 07936CRD# 4411966Firm CRD# 112973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Zagarola · EAST HANOVER, NJ
Registration
CRD #4411966 · ACCESS WEALTH PLANNING, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

ACCESS WEALTH
Aug 2004 – present
COHN WEALTH MANAGEMENT LLC
Oct 2002 – May 2004
ROSELAND, NJ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 23, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCESS WEALTH PLANNING, LLC
CRD 112973 · SEC 801-60406
AUM
$404M
Regulatory assets under management
Employees
6
978 client accounts
Services offered by ACCESS WEALTH PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACCESS WEALTH PLANNING, LLC →
Introduction

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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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