John
Petrella
Access Wealth
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About this Advisor
John Petrella is a financial advisor working out of Totowa, New Jersey who has 10 years of industry experience. Petrella currently works for Access Wealth. Their career trajectory has included roles at Morris Merker & Co, LLC, Tuthill And Merker, LLC and Access Wealth Planning, LLC. Petrella maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Access Wealth is a financial advisory firm operating out of East Hanover, NJ. The investment advisory business has a total of 12 employees. It manages $367 million in total assets across its 385 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 385 accounts, 25% belong to high-net-worth clients who have more than $1 million in assets. Access Wealth has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually vary depending on which service is provided. However, fees billed by Access Wealth most likely include any combination 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
John Petrella Work History
John has been registered as a financial advisor for 10 years.*
Access Wealth Planning, LLC
Tuthill And Merker, LLC
Morris Merker & Co, 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 John Petrella 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
East Hanover, NJ
Roseland, NJ
Roseland, NJ
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