Sacks & Associates, LLC

Sacks & Associates, LLC (CRD# 174909) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $176,745,527 in 357 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1160 Route 22 East, Bridgewater, NJ 08807
https://www.linkedin.com/company/sacks-
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $495,086
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
The map below shows states where this firm has explicit registration only.

AZ, FL, MD, NJ, NY, PA, TX

Financial Advisors at Sacks & Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edgar Lara, financial advisor Bridgewater NJ
Edgar G. Lara
CRD#: 3241195
1160 Route 22 East, Bridgewater, NJ 08807

Edgar Lara (CRD# 3241195) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 19 years of experience in the finance industry.

2
Neil Sacks, financial advisor Bridgewater NJ
Neil J. Sacks
CRD#: 864757
1160 Route 22 East, Bridgewater, NJ 08807

Neil is the principal and founder of Sacks & Associates which he established in 2008, and a 40 + year veteran of the financial industry. His deep knowledge of industry best practices helps provide clients with a retirement and investment plan that best fits their needs. Additionally, he is extremely knowledgeable regarding the New Jersey Alternative Benefits Program where he worked exclusively with college professors for over 20 years and understands the nuances and details of the program.

3
Jaime Young, financial advisor Bridgewater NJ
Jaime D. Young
CRD#: 4458645
1160 Route 22 East, Bridgewater, NJ 08807

Jaime Young (CRD# 4458645) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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