BM
Bruce M. Milove
ACCESS WEALTH
ROSELAND, NJ 07068
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CRD#: 1145479
BM
Professional summary
Bruce Michael Milove is a registered financial advisor currently at ACCESS WEALTH located in Roseland, New Jersey.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Bruce has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1- BAM, INVESTMENT RELATED, 4 GREENWICH ROAD EDISON, NJ 08820, PARTNER, START DATE 07/2006, 10 HRS/MONTH, 5 HRS DURING SECURITIES TRADING HRS, DUTIES: HANDLE SOME OF THE MANAGEMENT RESPONSIBILITIES FOR ACCESS WEALTH PLANNING LLC, A REGISTERED INVESTMENT ADVISOR
2- ACCESS WEALTH PLANNING LLC, DBA ACCESS WEALTH. INVESTMENT RELATED, 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. PARTNER, START DATE 07/2001, 5 HRS/MONTH, 5 HRS DURING SECURITIES TRADING HRS, DUTIES: SELL INSURANCE PRODUCTS TO CLIENTS PURSUANT TO THEIR FINANCIAL PLAN
3- ACCESS WEALTH PLANNING LLC, DBA ACCESS WEALTH. INVESTMENT RELATED, 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. INVESTMENT ADVISORY REPRESENTATIVE, START DATE JULY 1, 2001, 160 HRS/MONTH, 136 (85%) HRS DURING SECURITIES TRADING HRS, DUTIES; INVESTMENT ADVISORY REPRESENTATIVE AND A FINANCIAL PLANNER.
4. BRUCE MILOVE, INVESTMENT RELATED. 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. INSURANCE SALES. AGENT START 07/2001. 10 HOURS PER MONTH, 5 DURING TRADING. SELL INSURANCE PRODUCTS AS APPROPRIATE.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Michael Milove's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 19, 2002 - Present
ACCESS WEALTH
Office #1: 4 Becker Farm Road, Roseland, NJ 07068RIA
CRD#: 112973
ROSELAND, NJ
Past
May 27, 2015 - February 23, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
East Hanover,, NJ
Past
April 19, 1993 - August 18, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
December 5, 1990 - June 3, 2015
OSAIC WEALTH, INC.
BD
CRD#: 23131
ROSELAND, NJ
Past
January 12, 1989 - July 17, 1989
CAPISTRANO SECURITIES, INC.
BD
CRD#: 16795
Past
August 23, 1983 - January 8, 1986
REXPLORE SECURITIES, INC.
BD
CRD#: 10957
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCESS WEALTH
ACCESS WEALTH | MAHMOOD FINANCIAL CONSULTING | EKS ASSOCIATES | ACCESS WEALTH PLANNING, LLC
CRD#: 112973 / SEC#: 801-60406
RIA
Registered Investment Advisory firm - (7/1/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(7/19/2002)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
ACCESS WEALTH
ACCESS WEALTH | MAHMOOD FINANCIAL CONSULTING | EKS ASSOCIATES | ACCESS WEALTH PLANNING, LLC
CRD#: 112973 / SEC#: 801-60406
RIA
Registered Investment Advisory firm - (7/1/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936
Mailing Address
Phone number
(973) 740-2400
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,014 |
| AUM (Assets Under Management) | $ 490,388,112 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
