Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC (CRD# 119193) is a financial advisory firm headquartered in Parsippany, NJ. They manage $1,003,995,435 in 2,062 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,004
    MILLION
  • Total Number of Accounts
    2,062
    ACCOUNTS
  • Average Account Value
    $486,904
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sax Wealth Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Matthew Bernocchi
CRD#: 6684445
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Matthew Bernocchi (CRD# 6684445) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 3 years of experience in the finance industry. Matthew Bernocchi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul Cheransky
CRD#: 2529766
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Paul Cheransky (CRD# 2529766) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 24 years of experience in the finance industry. Paul Cheransky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory B. Duffy
CRD#: 4488907
855 Valley Road, Clifton, NJ 07013

Gregory Duffy (CRD# 4488907) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 18 years of experience in the finance industry.

4
Stuart B. Herrmann
CRD#: 4310681
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Stuart Herrmann (CRD# 4310681) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 19 years of experience in the finance industry. Stuart Herrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Guy McPhail
CRD#: 4572006
10 South Main Street, Pennington, NJ 08534

Guy McPhail (CRD# 4572006) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Pennington, NJ and has 1 year of experience in the finance industry. Guy McPhail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gregg A. Munn
CRD#: 6370331
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Gregg Munn (CRD# 6370331) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 6 years of experience in the finance industry. Gregg Munn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Joseph A. Piela
CRD#: 4124973
855 Valley Road, Clifton, NJ 07013

Joseph Piela (CRD# 4124973) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 9 years of experience in the finance industry. Joseph Piela has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jeremy D. Rhen
CRD#: 6494593
855 Valley Road, Clifton, NJ 07013

Jeremy Rhen (CRD# 6494593) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 5 years of experience in the finance industry. Jeremy Rhen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kyle R. Stawicki
CRD#: 4992104
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Kyle Stawicki (CRD# 4992104) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 12 years of experience in the finance industry.

10
Eric M. Seidman
CRD#: 5645730
389 Interpace Parkway, Suite 3, Parsippany, NJ 07054

Eric Seidman (CRD# 5645730) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 11 years of experience in the finance industry.

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