Levan Chubinishvili
Investment adviser representative at Access Wealth
12 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$539.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 to now
- Access WealthJul 2018 to now
- Access Wealth Planning, LLCJun 2018 to now
- Hennion & Walsh IncJun 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 5 states (CA, NJ, PA, TX, VA).
Access Wealth
Legal name: Access Wealth Planning, LLC
$539.1MAssets managed
373Clients
8Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6365304
- Firm CRD
- 112973