Lawrence Zagarola has been an investment adviser representative at Access Wealth Planning since August 2004, and is not listed among the firm’s executive officers or direct owners. Lawrence Zagarola holds a Bachelor of Science in Accounting from Seton Hall University and a Master of Business Administration in Taxation from Pace University.
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.
Larry Zagarola is Chairman of Access Wealth, based in East Hanover, New Jersey. He has developed hundreds of financial plans. He previously spent 40 years with the accounting and consulting firm CohnReznick (previously J.H. Cohn LLP), providing clients with auditing, tax planning and consulting services; he held the elected position of Managing Partner for seven years, led the firm's consulting division, and became managing director of its wealth management business.
Lawrence Zagarola’s longest registration is the current one, 22 years at Access Wealth Planning since 2004. Before joining Access Wealth Planning in 2004, Lawrence Zagarola was registered through Cohn Wealth Management LLC.
- Cohn Wealth Management LLC– · 1 yearRoseland, NJ · Adviser representative · Firm CRD 121519
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2001 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 4411966
- Firm
- Access Wealth Planning · CRD 112973
- Office
- 4 BECKER FARM ROAD, Roseland, NJ 07068
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- access-wealth.com
Where does Lawrence Zagarola work?
Lawrence Zagarola is an investment adviser representative registered through Access Wealth Planning, LLC since August 2004, and is not listed among the firm’s executive officers or direct owners.
Is Lawrence Zagarola a financial advisor?
Yes. Lawrence Zagarola has a current investment-adviser registration, through Access Wealth Planning since August 2004.
How many years of experience does Lawrence Zagarola have?
Lawrence Zagarola has 23 years in the financial industry, since February 2003, across 2 adviser firms.
What exams has Lawrence Zagarola passed?
Lawrence Zagarola passed the Series 65 in May 2001.
Where did Lawrence Zagarola work before Access Wealth Planning?
Before Access Wealth Planning, Lawrence Zagarola was registered through Cohn Wealth Management LLC, October 2002 to May 2004.
Where is Lawrence Zagarola based?
Lawrence Zagarola’s registered office is in Roseland, NJ.
Is Lawrence Zagarola registered with FINRA?
No. Lawrence Zagarola has no current broker registration.
How can I verify Lawrence Zagarola’s record?
Search CRD 4411966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lawrence Zagarola’s full registration record.
