Alan Merker has been an investment adviser representative at Access Wealth Planning since June 2013, and is not listed among the firm’s executive officers or direct owners.
Access Wealth Planning, LLC is an East Hanover, NJ firm with $539M under management, 373 clients and 6 advisers in one office, as of its March 2026 filing.
- – · under a yearEast Hanover, NJ · Adviser representative · Firm CRD 112973
Investment adviser representative registrations
Alan Merker is registered as an investment adviser representative in New Jersey, since June 2013.
- New JerseySince 21 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 November 1999 |
- Name
- Uniform Combined State Law Examination
- Full name
- Alan Steven Merker
- CRD
- 4800952
- Firm
- Access Wealth Planning · CRD 112973
- Office
- 999 RIVERVIEW DRIVE, Totowa, NJ 07512
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Merker work?
Alan Merker is an investment adviser representative registered through Access Wealth Planning, LLC since June 2013, and is not listed among the firm’s executive officers or direct owners.
Is Alan Merker a financial advisor?
Yes. Alan Merker has a current investment-adviser registration in New Jersey, through Access Wealth Planning since June 2013.
How many years of experience does Alan Merker have?
Alan Merker has 13 years in the financial industry, since June 2013, across 1 adviser firm.
What exams has Alan Merker passed?
Alan Merker passed the Series 66 in November 1999.
Where did Alan Merker work before Access Wealth Planning?
Before Access Wealth Planning, Alan Merker was registered through Access Wealth Planning, LLC, May 2013 to May 2013.
Where is Alan Merker based?
Alan Merker’s registered office is in Totowa, NJ.
Is Alan Merker registered with FINRA?
No. Alan Merker has no current broker registration.
How can I verify Alan Merker’s record?
Search CRD 4800952 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Merker’s full registration record.
