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Neil Jay Sacks

SACKS & ASSOCIATES, LLC·BRIDGEWATER, New Jersey
Clean recordSACKS & ASSOCIATES, LLC
1160 ROUTE 22 EAST, BRIDGEWATER, NJ 08807CRD# 864757Firm CRD# 174909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neil Jay Sacks · BRIDGEWATER, NJ
Registration
CRD #864757 · SACKS & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Neil Jay Sacks is a registered financial advisor based in BRIDGEWATER, New Jersey, affiliated with SACKS & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SACKS & ASSOCIATES, LLC
SACKS & ASSOCIATES, LLC
AUM
$177M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SACKS & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 864757
Firm CRD# 174909
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Neil Jay Sacks offer?
Neil Jay Sacks specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BRIDGEWATER, New Jersey for a consultation.
What are Neil Jay Sacks's credentials?
Neil Jay Sacks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Jay Sacks located?
Neil Jay Sacks is based in BRIDGEWATER, New Jersey, working with SACKS & ASSOCIATES, LLC. Their office serves clients in the BRIDGEWATER metropolitan area and surrounding communities.
How does Neil Jay Sacks charge for services?
Neil Jay Sacks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SACKS & ASSOCIATES, LLC?
SACKS & ASSOCIATES, LLC has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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