Neil Sacks, financial advisor Bridgewater NJ
63 score

Neil Sacks

CRD Number: 864757
Current Firm: Sacks & Associates, LLC

Neil Sacks (CRD# 864757) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 26 years of experience in the finance industry.

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Sri Investing
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Feb 2015 - Current 3
Sacks & Associates, LLC Bridgewater, NJ Jan 2015 - Current 3
Voya Financial Partners Woodbridge, NJ Sep 2014 - Jan 2015 < 1
Voya Financial Woodbridge, NJ Sep 2014 - Jan 2015 < 1
Voya Financial Advisors Woodbridge, NJ Sep 2014 - Jan 2015 < 1
Sacks & Associates, LLC Woodbridge, NJ Oct 2008 - Jan 2015 6
Ing Financial Partners, Inc. Woodbridge, NJ Jan 2011 - Sep 2014 3
Ing Financial Advisers, LLC Woodbridge, NJ May 2002 - Sep 2014 12
Ing Woodbridge, NJ Nov 2000 - Sep 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Neil J. Sacks
Phone Number: 908-864-4950
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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