Michael Shenker, financial advisor Clifton NJ
93 score

Michael Shenker

CRD Number: 3069147
Current Firm: Sax Wealth Advisors, LLC

Michael Shenker (CRD# 3069147) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Saxbst LLP Clifton, NJ Jan 2014 - Current 4
Smf Financial Advisors, LLC Clifton, NJ Feb 1999 - Current 19
Sax Macy Fromm & Co Pc Clifton, NJ Aug 1978 - Dec 2013 35
Jg Advisors, LLC Clifton, NJ Sep 2006 - Dec 2012 6
Summit Equities Inc. Parsippany, NJ May 1998 - May 2010 12
Summit Financial Resources, Inc. Parsippany, NJ May 2002 - Apr 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
Contact Info for Michael J. Shenker
Phone Number: 973-859-2199
Firm Website: http://www.saxwa.com
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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