Eleanore
Szymanski
Access Wealth
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About this Advisor
Eleanore Szymanski is a certified financial planner operating out of East Hanover, New Jersey with 15 years of industry experience. Szymanski works at Access Wealth. Throughout their career, they have worked at Eks Associates, LLC and The Financial Planning Answerplace, LLC. Szymanski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and Pennsylvania. Access Wealth is a financial advisory firm operating out of East Hanover, NJ. The firm has a total of 12 advisors. It administers $367 million in total assets among its 385 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 385 customer accounts, 25% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Access Wealth offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Access Wealth can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Access Wealth Brokerage Details
$367,054,050
12
385
$953,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Eleanore Szymanski Work History
Eleanore has been registered as a financial advisor for 15 years.*
The Financial Planning Answerplace, LLC
Eks Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eleanore Szymanski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Access Wealth
East Hanover, NJ
East Hanover, NJ
East Hanover, NJ
East Hanover, NJ
Roseland, NJ
Roseland, NJ
East Hanover, NJ
East Hanover, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.