Sax Wealth Advisors, LLC

Sax Wealth Advisors, LLC (CRD# 119193) is a financial advisory firm headquartered in Clifton, NJ. They manage $613,408,342 in 1,219 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    613
    MILLION
  • Total Number of Accounts
    1,219
    ACCOUNTS
  • Average Account Value
    $503,206
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 11 top financial advisors.
1
Joseph A. Piela
CRD#: 4124973
855 Valley Road, Clifton, NJ 07013
96
Wealthminder
score

Joseph Piela (CRD# 4124973) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 7 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.

2
Kyle R. Stawicki
CRD#: 4992104
855 Valley Road, Clifton, NJ 07013
96
Wealthminder
score

Kyle Stawicki (CRD# 4992104) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 10 years of experience in the finance industry.

3
Gregory B. Duffy
CRD#: 4488907
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Gregory Duffy (CRD# 4488907) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 16 years of experience in the finance industry.

4
Jo-ann A. Gallerstein
CRD#: 216933
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Jo-ann Gallerstein (CRD# 216933) 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.

5
Jason L. Gutman
CRD#: 4604930
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Jason Gutman (CRD# 4604930) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 12 years of experience in the finance industry.

6
Gregg A. Munn
CRD#: 6370331
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Gregg Munn (CRD# 6370331) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 3 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
Michael J. Shenker
CRD#: 3069147
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Michael Shenker (CRD# 3069147) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 19 years of experience in the finance industry.

8
Glenn S. Skola
CRD#: 5133984
855 Valley Road, Clifton, NJ 07013
93
Wealthminder
score

Glenn Skola (CRD# 5133984) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 11 years of experience in the finance industry.

9
Sabrina Abdelaaty
CRD#: 5834533
855 Valley Road, Clifton, NJ 07013
90
Wealthminder
score

Sabrina Abdelaaty (CRD# 5834533) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, NJ and has over 3 years of experience in the finance industry.

10
Guy McPhail
CRD#: 4572006
855 Valley Road, Clifton, NJ 07013
90
Wealthminder
score

Guy McPhail (CRD# 4572006) is an Investment Advisor Representative working at Sax Wealth Advisors, LLC in Clifton, 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.