Carl J. Cappadona

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Access Wealth Planning Llc
  Roseland, NJ

Other Businesses

JH COHN LLP - 2/2006 - PRESENT - BUSINESS DEVELOPMENT AND ACCOUNTING AND TAX SERVICES. AVERAGE 5 HOURS PER WEEK. NON-INVESTMENT RELATED. ST. JOHN VIANNEY HIGH SCHOOL - JUNE 2006 - PRESENT. CONSULT ON MANAGEMENT CONTROLS AND REPORTING. APPROX. 2 HOURS PER WEEK. NON-INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-29