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Marnie Beecher Hards

Sax Wealth Advisors, LLC

Morris Plains, NJ

Parsippany, NJ

CRD 2853425

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Employer firm

Sax Wealth Advisors, LLC CRD 119193

$3.60B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-10
TX RA APPROVED 2026-03-31
  • NJ RA
    APPROVED
    Since 2026-04-10
  • TX RA
    APPROVED
    Since 2026-03-31

Branch Locations

Morris Plains, NJ • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aznar Financial Advisors, Llc Morris Plains NJ 09/1999 Present
Sax Wealth Advisors, Llc Parsippany NJ 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-31
S63 Uniform Securities Agent State Law Examination 1997-07-03
  • S66 Uniform Combined State Law Examination
    2000-08-31
  • S63 Uniform Securities Agent State Law Examination
    1997-07-03
Designations
  • Certified Financial Planner
Other Names
  • Marnie Ruth Beecher
  • Marnie Beecher Aznar

View on SEC IAPD

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