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Evan Wax, financial advisor Madison CT

Evan Wax

CRD Number: 4694935
Current Firm: Wax Asset Management LLC

Evan Wax (CRD# 4694935) is an Investment Advisor Representative working at Wax Asset Management LLC in Madison, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Wax Asset Management Greenwich, CT Apr 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Evan H. Wax
,
Phone Number: (203) 941-0111
Firm Website: http://www.waxasset.com
Registered State(s):
  • CT
  • NY
  • TX
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Current Firm Details
Wax Asset Management LLC
Firm's CRD Number: 157405
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $787,409
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, NY, TX

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