Howard Mark Hook
Financial advisor at Access Wealth · Princeton, NJ
Last updated 2026-10-10
Claim your profileHoward Mark Hook is a financial advisor at Access Wealth in Princeton, NJ, CRD 4199828. Licenses and exams on the registration: Series 63. IAPD registration began 2002-07-17.
Registration
- CRD number
- 4199828
- Registration status
- Active
- IAPD registration
- 2002-07-17
- Industry Experience
- 24 years
- Work Experience
- 25 years
- States registered
- NJ
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 2001-07 to Present · Access Wealth Planning LLC · Clifton, NJ
- 2013-12 to Present · Dhh Advisors, LLC · Princeton, NJ
Current employment
- Access Wealth · East Hanover, NJ
- Eks Associates · Princeton, NJ
Access Wealth
- Regulatory AUM
- $539,117,584
- Registered advisors
- 11
- Offices
- 3
- Clients per advisor
- 33.9 (Low)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 32.4% (Moderate)
Access Wealth: advisors, services and reported ETF investments
About
Howard Mark Hook is a CFP® financial advisor at Access Wealth in Princeton, NJ. Reported securities licenses include Series 63. The latest record indicates 24 years of industry experience and 25 years of reported work history.
Access Wealth's firm-level Form ADV reports 11 advisors across 3 offices; approximately 33.9 clients per advisor, average assets per client of $1,445,355, and regulatory AUM of $539.1M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.
What this firm offers
Filed by Access Wealth on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
- Other Investment Adviser (Incl. Financial
Location
601 Ewing Street, Princeton, NJ 08540
Contact
The firm's filed contact details.
- Phone: 973-740-2400
- Website: access-wealth.com
Official record
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