Eleanore Szymanski has been an investment adviser representative at Access Wealth Planning since July 2008, 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.
Eleanore Szymanski’s longest registration is the current one, 18 years at Access Wealth Planning since 2008. Before joining Access Wealth Planning in 2008, Eleanore Szymanski was registered through Eks Associates, LLC.
- The Financial Planning Answerplace, LLCAlso current– present · 14 yearsPrinceton, NJ · Adviser representative · Firm CRD 159932
- Eks Associates, LLC– · 4 yearsPrinceton, NJ · Adviser representative · Firm CRD 108777
- Eks Associates, LLC– · 1 yearPrinceton, NJ · Adviser representative · Firm CRD 108777
Investment adviser representative registrations
Eleanore Szymanski is registered as an investment adviser representative in 2 states. Each was approved in July 2008.
- New JerseySince 29 July 2008
- PennsylvaniaSince 29 July 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 1986 |
| Series 7 | General Securities Representative Examination | 19 July 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eleanore Kulakowski Szymanski
- CRD
- 1528249
- Firm
- Access Wealth Planning · CRD 112973
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Eleanore Szymanski work?
Eleanore Szymanski is an investment adviser representative registered through Access Wealth Planning, LLC since July 2008, and is not listed among the firm’s executive officers or direct owners.
Is Eleanore Szymanski a financial advisor?
Yes. Eleanore Szymanski has a current investment-adviser registration in New Jersey and Pennsylvania, through Access Wealth Planning since July 2008.
How many years of experience does Eleanore Szymanski have?
Eleanore Szymanski has 19 years in the financial industry, since July 2007, across 3 adviser firms.
What exams has Eleanore Szymanski passed?
Eleanore Szymanski has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1986.
Where did Eleanore Szymanski work before Access Wealth Planning?
Before Access Wealth Planning, Eleanore Szymanski was registered through Eks Associates, LLC, March 2007 to March 2008.
Is Eleanore Szymanski registered with FINRA?
No. Eleanore Szymanski has no current broker registration.
How can I verify Eleanore Szymanski’s record?
Search CRD 1528249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eleanore Szymanski’s full registration record.
