Financial ADVSR advisor directory · SEC adviser records
Sax Wealth Advisors, LLC financial advisors in New Jersey
Every SEC-registered investment adviser representative at a Sax Wealth Advisors, LLC office in New Jersey, by city and A to Z.
The short answer
29 registered advisors work at Sax Wealth Advisors, LLC in New Jersey, out of 36 nationwide; it's the firm's number 1 state by advisors, and the most are in Parsippany (15). 14 list the CFP designation and 0 are also registered broker representatives.
Sax Wealth Advisors, LLC advisors by city in New Jersey
Every firm in New Jersey →Parsippany 15Morris Plains 2Ewing 1Lafayette 1Lawrenceville 1Marlton 1New Jersey 1Roosevelt 1Sparta 1Wanaque 1Whippany 1
Sax Wealth Advisors, LLC advisors in New Jersey, A to Z
Search by name →- Irfan BhabhrawalaParsippany · Certified Financial Planner
- Stephan R. BilykWhippany
- Jack L. CassidyMarlton
- Gavin O. CharltonHackensack
- Marie DecaprioParsippany
- Nicholas S. DubacWanaque
- Ryan M. FredaParsippany
- Adam T. GoldbergParsippany · Certified Financial Planner
- Marnie B. HardsParsippany · Certified Financial Planner
- Constance J. HerrstromRoosevelt · Certified Financial Planner
- Alexandra S. HoffParsippany
- Jennifer E. LeongNew Jersey · Certified Financial Planner
- Jamie M. LimaParsippany · Certified Financial Planner
- Kirk E. LoerwaldParsippany · Certified Financial Planner
- Derrick S. MorganParsippany
- Gregg A. Munn Jr.Parsippany · Certified Financial Planner
- Barbara C. NevilsParsippany · Certified Financial Planner
- Mark A. ParsonsParsippany
- Jenna L. PasseriniParsippany
- Valerie L. PeckParsippany
- Lauren P. PrinceParsippany · Certified Financial Planner
- Brian D. ReamParsippany · Certified Financial Planner
- David F. ScheidelRiver Vale · Personal Financial Specialist
- Eric M. SeidmanParsippany
- Jonathan ShenEwing · Certified Financial Planner
- Frank A. SistiSparta · Certified Financial Planner
- Kyle R. StawickiParsippany
- Alexa TambascoParsippany · Chartered Financial Consultant
- Kenneth J. WeingartenLawrenceville · Certified Financial Planner
Sax Wealth Advisors, LLC advisors in every state →Sax Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sax Wealth Advisors, LLC in other states
Questions
How many Sax Wealth Advisors, LLC financial advisors are in New Jersey?
29 investment adviser representatives are registered at Sax Wealth Advisors, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 36 at the firm nationwide. 14 list the CFP designation and 0 are also registered as broker representatives.
Where in New Jersey does Sax Wealth Advisors, LLC have the most advisors?
Parsippany, with 15, then Morris Plains (2). Sax Wealth Advisors, LLC has advisors in 11 cities in New Jersey.
How do I check a Sax Wealth Advisors, LLC advisor in New Jersey?
Each advisor below 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. Advisors are listed at the city of the Sax Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.