SAX WEALTH ADVISORS, LLC

PARSIPPANY, New Jersey·3 registered advisors·CRD# 119193

SEC# 801-687886973-859-2199

01

Firm Overview

AUM

$1.7B

Regulatory assets under management

Employees

23

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SAX WEALTH ADVISORS, LLC

3 registered advisors

Kyle Robert Stawicki

PARSIPPANY, New Jersey

Michael Jesse Shenker

CLIFTON, New Jersey

Trevor James Hodges

PARSIPPANY, New Jersey

05

Office Locations

PARSIPPANY, New Jersey

CLIFTON, New Jersey

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Data sourced from SEC Form ADV filings. SAX WEALTH ADVISORS, LLC (CRD# 119193) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.