Kyle Stawicki, financial advisor Parsippany NJ

Kyle Stawicki

CRD Number: 4992104
Current Firm: Sax Wealth Advisors, LLC

Kyle Stawicki (CRD# 4992104) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sax Wealth Advisors, Llc F/k/a Smf Financial Advisors, LLC Parsippany, NJ Oct 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Kyle R. Stawicki
Phone Number: 973-859-2199
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,739
    MILLIONS
  • Total Number of Accounts
    2,716
    ACCOUNTS
  • Average Account Value
    $640,410
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

AZ, CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA

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