John Petrella 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
John Petrella is registered as an investment adviser representative in New Jersey, since June 2013.
- New JerseySince 19 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 December 1999 |
- Name
- Uniform Combined State Law Examination
- Full name
- John Edward Petrella
- CRD
- 4800955
- Firm
- Access Wealth Planning · CRD 112973
- Office
- 999 RIVERVIEW DRIVE, Totowa, NJ 07512
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does John Petrella work?
John Petrella 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 John Petrella a financial advisor?
Yes. John Petrella has a current investment-adviser registration in New Jersey, through Access Wealth Planning since June 2013.
How many years of experience does John Petrella have?
John Petrella has 13 years in the financial industry, since April 2013, across 1 adviser firm.
What exams has John Petrella passed?
John Petrella passed the Series 66 in December 1999.
Where did John Petrella work before Access Wealth Planning?
Before Access Wealth Planning, John Petrella was registered through Access Wealth Planning, LLC, May 2013 to May 2013.
Where is John Petrella based?
John Petrella’s registered office is in Totowa, NJ.
Is John Petrella registered with FINRA?
No. John Petrella has no current broker registration.
How can I verify John Petrella’s record?
Search CRD 4800955 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Petrella’s full registration record.
