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Kyle Robert Stawicki

SAX WEALTH ADVISORS, LLC·PARSIPPANY, New Jersey
Series 6, Series 65Clean record18 years registeredSAX WEALTH ADVISORS, LLC
389 INTERPACE PARKWAY, PARSIPPANY, NJ 07054CRD# 4992104Firm CRD# 119193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Robert Stawicki · PARSIPPANY, NJ
Registration
CRD #4992104 · SAX WEALTH ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

SAX WEALTH ADVISORS, LLC
Aug 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · August 1, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAX WEALTH ADVISORS, LLC
CRD 119193 · SEC 801-68788
AUM
$1.7B
Regulatory assets under management
Employees
23
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 →
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05

Frequently Asked Questions

What services does Kyle Robert Stawicki offer?
Kyle Robert Stawicki specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Kyle Robert Stawicki's credentials?
Kyle Robert Stawicki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Robert Stawicki located?
Kyle Robert Stawicki is based in PARSIPPANY, New Jersey, working with SAX WEALTH ADVISORS, LLC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Kyle Robert Stawicki charge for services?
Kyle Robert Stawicki'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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Michael Jesse Shenker
CLIFTON, NJ

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