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Robert Sol Epstein

Access Wealth

East Hanover, NJ

CRD 3167534

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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 APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Access Wealth Planning Llc Roseland NJ 01/2007 Present
  • 01/2007 → Present
    Access Wealth Planning Llc
    Roseland, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-05
  • S65 Uniform Investment Adviser Law Examination
    2006-10-05
Other Names
  • Robert Sol Epstein

View on SEC IAPD

Nearby Firms

GMS GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

HOWARD SCOTT MILOVE
HOWARD MARK HOOK
DARREN LAWRENCE ZAGAROLA

Nearby Offices

GMS GROUP · EAST HANOVER, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EAST HANOVER, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · Roseland, NJ

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