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Financial ADVSR advisor directory · SEC adviser records

Sax Wealth Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Sax Wealth Advisors, LLC, by the state and city of the office they work from.

36 registered advisors work at Sax Wealth Advisors, LLC, in 8 states and 21 cities; the most are in Parsippany, NJ (15). 18 list the CFP designation and 0 are also registered broker representatives.

Search every Sax Wealth Advisors, LLC advisor by name →Who joined and left Sax Wealth Advisors, LLC →Sax Wealth Advisors, LLC: assets, clients and custodians →

Cities with the most Sax Wealth Advisors, LLC advisors

Parsippany, NJ 15Morris Plains, NJ 2Ann Arbor, MI 1Ewing, NJ 1Jacksonville, FL 1La Mesa, CA 1Lafayette, NJ 1Lawrenceville, NJ 1Marlton, NJ 1Myrtle Beach, SC 1New Jersey, NJ 1New York, NY 1Rocky River, OH 1Roosevelt, NJ 1Salt Lake City, UT 1Sleepy Hollow, NY 1Sparta, NJ 1Staten Island, NY 1Vero Beach, FL 1Wanaque, NJ 1Whippany, NJ 1

Sax Wealth Advisors, LLC advisors by state

Sax Wealth Advisors, LLC in New Jersey 26

Parsippany 15Morris Plains 2Ewing 1Lafayette 1Lawrenceville 1Marlton 1New Jersey 1Roosevelt 1Sparta 1Wanaque 1Whippany 1

Sax Wealth Advisors, LLC in New York 3

New York 1Sleepy Hollow 1Staten Island 1

Sax Wealth Advisors, LLC in Florida 2

Jacksonville 1Vero Beach 1

Sax Wealth Advisors, LLC in California 1

La Mesa 1

Sax Wealth Advisors, LLC in Michigan 1

Ann Arbor 1

Sax Wealth Advisors, LLC in Ohio 1

Rocky River 1

Sax Wealth Advisors, LLC in South Carolina 1

Myrtle Beach 1

Sax Wealth Advisors, LLC in Utah 1

Salt Lake City 1

Questions

How many financial advisors does Sax Wealth Advisors, LLC have?

36 investment adviser representatives are registered with Sax Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 8 states and 21 cities. 18 list the CFP designation and 0 are also registered as broker representatives.

Where does Sax Wealth Advisors, LLC have the most advisors?

Parsippany, NJ, with 15 registered advisors, then Morris Plains, NJ (2). By state, New Jersey has the most, with 26.

How do I find a Sax Wealth Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Sax Wealth Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Sax Wealth Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →