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Chief Compliance Officer / Chief Operating Officer · SAX Wealth Advisors, LLC

Trevor J. Hodges

CRD 7350968 · Named on Form ADV at one SEC-registered adviser

At a glance

SAX Wealth Advisors, LLC, an SEC-registered wealth manager based in Parsippany, NJ with $3.6 billion in regulatory assets, lists Trevor J. Hodges on its Form ADV as Chief Compliance Officer / Chief Operating Officer, a control person.

Firms and roles

  • SAX Wealth Advisors, LLCChief Compliance Officer / Chief Operating OfficerWealth manager · Parsippany, NJ · $3.6B in regulatory assets

AtlasMembers

Trevor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trevor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.