Levan Chubinishvili has been an investment adviser representative at Access Wealth Planning since July 2018, 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.
Levan Chubinishvili’s longest registration is the current one, 8 years at Access Wealth Planning since 2018. Before joining Access Wealth Planning in 2018, Levan Chubinishvili was registered through Hennion & Walsh Asset Management, Inc.
- Hennion & Walsh Asset Management, Inc.– · 2 yearsParsippany, NJ · Adviser representative · Firm CRD 126236
Investment adviser representative registrations
Levan Chubinishvili is registered as an investment adviser representative in 5 states. Each was approved in July 2018.
- CaliforniaSince 18 July 2018
- New JerseySince 30 July 2018
- PennsylvaniaSince 18 July 2018
- TexasSince 18 July 2018
- VirginiaSince 18 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 2014 |
| Series 7 | General Securities Representative Examination | 19 August 2014 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6365304
- Firm
- Access Wealth Planning · CRD 112973
- Office
- 120 EAGLE ROCK AVENUE, SUITE 230, East Hanover, NJ 07936
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Levan Chubinishvili work?
Levan Chubinishvili is an investment adviser representative registered through Access Wealth Planning, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Levan Chubinishvili a financial advisor?
Yes. Levan Chubinishvili has a current investment-adviser registration in California, New Jersey, Pennsylvania, Texas and Virginia, through Access Wealth Planning since July 2018.
How many years of experience does Levan Chubinishvili have?
Levan Chubinishvili has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Levan Chubinishvili passed?
Levan Chubinishvili has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in August 2014. FINRA credited Levan Chubinishvili with the SIE, which began in October 2018.
Where did Levan Chubinishvili work before Access Wealth Planning?
Before Access Wealth Planning, Levan Chubinishvili was registered through Hennion & Walsh Asset Management, Inc., June 2016 to July 2018.
Where is Levan Chubinishvili based?
Levan Chubinishvili’s registered office is in East Hanover, NJ.
Is Levan Chubinishvili registered with FINRA?
Yes. Levan Chubinishvili has a current broker registration, under CRD 6365304.
Source: FINRA BrokerCheck
How can I verify Levan Chubinishvili’s record?
Search CRD 6365304 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Levan Chubinishvili’s full registration record.
