HM
Howard S. Milove
ACCESS WEALTH
East Hanover, NJ 07936
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CRD#: 3230483
HM
Professional summary
Howard Scott Milove is a registered financial advisor currently at ACCESS WEALTH located in East Hanover, New Jersey and EKS ASSOCIATES located in Princeton, New Jersey.
Howard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Howard has worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 7 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)ACCESS WEALTH PLANNING LLC, DBA ACCESS WEALTH. 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. INVESTMENT RELATED; INVESTMENT ADVISORY REPRESENTATIVE. START DATE: 07/2001; WORK APPROXIMATELY 160 HOURS PER MONTH, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS. 2)HOWARD MILOVE, 13 JENNIFER DRIVE, NEW CITY, NY. I AM AN INSURANCE AGENT FOR ACCESS WEALTH PLANNING, LLC, BUT I ALSO MAINTAIN MY INDIVIDUAL INSURANCE LICENSES IN NY, NJ AND CT. INSURANCE SALES TAKE APPROXIMATELY 5 HOURS PER MONTH, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS. 3) DHH ADVISORS LLC DBA EKS ASSOCIATES. INVESTMENT RELATED. 601 EWING ST A-7, PRINCETON NJ 08540. IA, IAR/OWNER.40 HOURS/MONTH 40 DURING TRADING. MEET WITH CLIENTS, REVIEW THEIR FINANCIAL SITUATION AND MAKE RECOMMENDATIONS AND SUCH.
CRS (Client Relationship Summary) - RIA
Click below to view Howard Scott 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 17, 2002 - Present
ACCESS WEALTH
Office #1: 120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936RIA
CRD#: 112973
East Hanover, NJ
Current
May 13, 2014 - Present
EKS ASSOCIATES
Office #1: 601 Ewing Street Suite A-7, Princeton, NJ 08540RIA
CRD#: 169687
PRINCETON, NJ
Current
May 27, 2015 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 120 Eagle Rock Ave Suite 230, East Hanover,, NJ 07936BD
CRD#: 35747
East Hanover,, NJ
Past
January 13, 2014 - April 9, 2014
EKS ASSOCIATES
RIA
CRD#: 169687
PRINCETON, NJ
Past
January 6, 2001 - June 2, 2015
OSAIC WEALTH, INC.
BD
CRD#: 23131
ROSELAND, NJ
Past
February 7, 2000 - January 4, 2001
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
August 12, 1999 - January 13, 2000
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/28/2022)
RR
Arkansas(5/15/2023)
RR
California(5/27/2015)
RR
Connecticut(5/27/2015)
RR
Florida(5/27/2015)
RR
Georgia(2/28/2022)
RR
Illinois(5/27/2015)
RR
Indiana(5/15/2023)
RR
Maine(2/28/2022)
IAR
New Jersey(7/17/2002)
RR
New Jersey(5/27/2015)
RR
New York(5/27/2015)
RR
North Carolina(9/8/2017)
RR
North Dakota(2/28/2022)
RR
Oregon(2/21/2018)
RR
Pennsylvania(2/28/2022)
RR
Vermont(5/27/2015)
RR
Virginia(2/28/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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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