LC
CFP
LC
CFP

Levan Chubinishvili

11 Years of Experience
East Hanover, NJ
Broker

Levan Chubinishvili is a CFP-designated registered investment advisor, based in East Hanover, NJ, with 11 years of industry experience.

Location

120 Eagle Rock Avenue, Suite 230, East Hanover, NJ, 07936

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Levan is an Associate Wealth Advisor at Access Wealth Planning, LLC since 2018, dedicating full-time hours to the role. He shadows a senior wealth advisor to learn the business and assist with client retention.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2020 - Present · 5 yrs 9 mos
Purshe Kaplan Sterling Investments
July 2020 - Present · 5 yrs 9 mos
Access Wealth
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Hennion & Walsh Asset Management, INC.
June 2016 - July 2018 · 2 yrs 1 mo
Hennion & Walsh, INC.Broker
August 2014 - July 2018 · 3 yrs 11 mos
State Registrations6 states
CAFLNJPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Levan Chubinishvili - Financial Advisor | TrueAdvisor