Sax Wealth Advisors, LLC
Sax Wealth Advisors, LLC (CRD# 119193) is a financial advisory firm headquartered in Parsippany, NJ. They manage $1,739,354,773 in 2,716 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,739MILLION
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Total Number of Accounts2,716ACCOUNTS
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Average Account Value$640,410
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CT, FL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
Matthew Bernocchi (CRD# 6684445) 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.
Marie Decaprio (CRD# 4887667) is an Investment Advisor working at MCD Advisors in Briarcliff Manor, NY and SMF Financial Advisors in Clifton, NJ and has 27 years of experience in the finance industry. Marie DeCaprio 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 putclients' interests first and comply with the Financial Planning Practice Standards. Additionally Marie holds and MBA from New York University School of Business and holds the CFA Charter, the globally recognized designation for investment managers and financial analysts.
Adam Goldberg (CRD# 5956694) 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.
Stuart Herrmann (CRD# 4310681) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 23 years of experience in the finance industry.
Jennifer Leong (CRD# 5152382) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 16 years of experience in the finance industry.
Guy McPhail (CRD# 4572006) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Ewing, NJ and has 1 year of experience in the finance industry.
Gregg Munn (CRD# 6370331) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 9 years of experience in the finance industry.
Joseph Piela (CRD# 4124973) 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.
Jeremy Rhen (CRD# 6494593) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Parsippany, NJ and has over 8 years of experience in the finance industry.
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.