Levan Chubinishvili

ACCESS WEALTH

East Hanover, NJ 07936

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CRD#: 6365304

Professional summary

Levan Chubinishvili, CFP®, who also goes by Leo Chubinishvili, is a registered financial advisor currently at ACCESS WEALTH located in East Hanover, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in East Hanover,, New Jersey.

Levan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Levan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leo Chubinishvili

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. Investment Related. 120 Eagle Rock Ave., Suite 230, East Hanover, NJ 07936. Investment Advisory Firm, Associate Wealth Advisor. Start 6/2018. 160hrs/mo, 130hrs/mo during trading hours. Shadow a senior wealth advisor to learn as much about the business as possible and get to know his clients. This position is specifically geared to help with client retention after the senior wealth manager retires.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levan Chubinishvili'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

July 18, 2018 - Present

ACCESS WEALTH

Office #1: 120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936

RIA

CRD#: 112973

East Hanover, NJ

Current

July 8, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 120 Eagle Rock Ave Suite 230, East Hanover,, NJ 07936

CRD#: 35747

East Hanover,, NJ

Past

June 28, 2016 - July 6, 2018

HENNION & WALSH ASSET MANAGEMENT, INC.

RIA

CRD#: 126236

PARSIPPANY, NJ

Past

August 19, 2014 - July 6, 2018

HENNION & WALSH, INC.

CRD#: 25766

PARSIPPANY, 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".

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.

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

IAR

California
(7/18/2018)

Florida
(5/7/2025)

IAR

New Jersey
(7/30/2018)

New Jersey
(7/8/2020)

IAR

Pennsylvania
(7/18/2018)

IAR

Texas
(7/18/2018)

IAR

Virginia
(7/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/20/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/9/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/6/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2024 BROCHURE (3/26/2025)

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.

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Levan Chubinishvili

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levan Chubinishvili's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

HENNION & WALSH ASSET MANAGEMENT, INC.

HENNION & WALSH, INC.

Primary Firm SEC Registration

ACCESS WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2016

Series 63

Date: 12/9/2014

Series 7TO

Date: 1/2/2023

SIE

Date: 7/6/2018

Series 7

Date: 8/19/2014

FINRA

Current Firm

ACCESS WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCESS WEALTH

TRUST BUT VERIFY

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