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AM

Alan S. Merker

ACCESS WEALTH
TOTOWA, NJ 07512
Some features on this profile are disabled
CRD#: 4800952
AM

Professional summary

Alan Steven Merker, who also goes by Steven Alan, is a registered financial advisor currently at ACCESS WEALTH located in Totowa, New Jersey.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alan has worked at 1 firm and has passed the Series 66 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Alan

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Steven Merker's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 21, 2013 - Present

ACCESS WEALTH

Office #1: 999 Riverview Drive, Totowa, NJ 07512
RIA
CRD#: 112973
TOTOWA, NJ
Past

May 1, 2013 - May 1, 2013

ACCESS WEALTH

RIA
CRD#: 112973
EAST HANOVER, NJ

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
(6/21/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/30/1999
Uniform Combined State Law Examination

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)
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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)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2024 BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,014
AUM (Assets Under Management)$ 490,388,112

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACCESS WEALTH

CRD#: 112973Totowa, NJ 07512

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