Unclaimed Profile

Trevor James Hodges

SAX WEALTH ADVISORS, LLC·PARSIPPANY, New Jersey

Clean recordSAX WEALTH ADVISORS, LLC

389 INTERPACE PARKWAY, PARSIPPANY, NJ 07054CRD# 7350968Firm CRD# 119193

Profile Verification

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

Identity

Trevor James Hodges · PARSIPPANY, NJ

Registration

CRD #7350968 · SAX WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Trevor James Hodges is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with SAX WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SAX WEALTH ADVISORS, LLC

AUM

$1.7B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7350968

Firm CRD# 119193

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Trevor James Hodges offer?

Trevor James Hodges specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Trevor James Hodges's credentials?

Trevor James Hodges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Trevor James Hodges located?

Trevor James Hodges 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 Trevor James Hodges charge for services?

Trevor James Hodges'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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