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Michael Jesse Shenker

SAX WEALTH ADVISORS, LLC·CLIFTON, New Jersey
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855 VALLEY ROAD, CLIFTON, NJ 07013CRD# 3069147Firm CRD# 119193
01

About

Michael Jesse Shenker is a registered financial advisor based in CLIFTON, New Jersey, affiliated with SAX WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SAX WEALTH ADVISORS, LLC
SAX WEALTH ADVISORS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SAX WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3069147
Firm CRD# 119193
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Jesse Shenker offer?
Michael Jesse Shenker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLIFTON, New Jersey for a consultation.
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, working with SAX WEALTH ADVISORS, LLC. Their office serves clients in the CLIFTON metropolitan area and surrounding communities.
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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Research
Advisor Fees in New JerseyNational Fee Analysis
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