Unclaimed Profile

Michael Jesse Shenker

SAX WEALTH ADVISORS, LLC·CLIFTON, New Jersey

Series 6, Series 66Clean record24 years registeredSAX WEALTH ADVISORS, LLC

855 VALLEY ROAD, CLIFTON, NJ 07013CRD# 3069147Firm CRD# 119193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Jesse Shenker · CLIFTON, NJ

Registration

CRD #3069147 · SAX WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAX WEALTH ADVISORS, LLC

SUMMIT FINANCIAL RESOURCES INC

Mar 2010 – Apr 2010

PARSIPPANY, NJ

JG ADVISORS, LLC

Sep 2006 – Jan 2013

CLIFTON, NJ

SAX WEALTH ADVISORS, LLC

Oct 2004 – Jan 2018

CLIFTON, NJ

SUMMIT FINANCIAL RESOURCES INC

Jun 2002 – Mar 2010

PARSIPPANY, NJ

SUMMIT EQUITIES INC

May 2002 – May 2010

CLIFTON, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 66

Registration record

First registered · May 23, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAX WEALTH ADVISORS, LLC

CRD 119193 · SEC 801-68788

AUM

$1.7B

Regulatory assets under management

Employees

2,716 client accounts

Services offered by SAX WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAX WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Jesse Shenker offer?

Michael Jesse Shenker specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Jesse Shenker's credentials?

Michael Jesse Shenker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Jesse Shenker located?

Michael Jesse Shenker is based in CLIFTON, New Jersey, last registered with SAX WEALTH ADVISORS, LLC.

How does Michael Jesse Shenker charge for services?

Michael Jesse Shenker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAX WEALTH ADVISORS, LLC?

SAX WEALTH ADVISORS, LLC has approximately 23 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at SAX WEALTH ADVISORS, LLC

Kyle Robert Stawicki

PARSIPPANY, NJ

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in New Jersey

JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)

City Guides

JERSEY CITY Guide SUMMIT Guide PRINCETON Guide RED BANK Guide NEWARK Guide

Research

Advisor Fees in New Jersey National Fee Analysis

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