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Alan Steven Merker

Access Wealth

Totowa, NJ

East Hanover, NJ

CRD 4800952

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Employer firm

Access Wealth CRD 112973

$539M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ACCOUNT AGGREGATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Access Wealth

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2013-06-21
  • NJ RA
    APPROVED
    Since 2013-06-21

Branch Locations

999 Riverview Drive, Totowa, NJ 07512 • United States

120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morris Merker & Co, Llc Totowa NJ 05/1983 Present
Access Wealth Planning, Llc Roseland NJ 05/2013 Present
Tuthill & Merker, Llc Totowa NJ 05/1999 Present
  • 05/1983 → Present
    Morris Merker & Co, Llc
    Totowa, NJ
  • 05/2013 → Present
    Access Wealth Planning, Llc
    Roseland, NJ
  • 05/1999 → Present
    Tuthill & Merker, Llc
    Totowa, NJ
Other Businesses

MORRIS MERKER & CO., LLC NON-INVESTMENT RELATED 999 RIVERVIEW DRIVE, TOTOWA, NJ 07512

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-11-30
  • S66 Uniform Combined State Law Examination
    1999-11-30
Other Names
  • Alan Steven Merker
  • Steven Alan

View on SEC IAPD

Nearby Firms

COMPREHENSIVE CAPITAL MANAGEMENT, INC.
AURORA PRIVATE WEALTH, INC.
I-SQUARED WEALTH MANAGEMENT, INC.

Nearby Investors

LORI ANN HODGE
DANIEL RAY HODGE
DAVID LAUGHNER HODGE

Nearby Offices

COMPREHENSIVE CAPITAL MANAGEMENT, INC. · TOTOWA, NJ
AURORA PRIVATE WEALTH, INC. · TOTOWA, NJ
I-SQUARED WEALTH MANAGEMENT, INC. · TOTOWA, NJ

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