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Sax Wealth Advisors, LLC CRD 119193
$3.60B regulatory AUM 59 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-23 |
| NY | RA | APPROVED | 2025-10-12 |
Branch Locations
389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States
1040 Avenue Of The Americas, 16Th Floor, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sax Wealth Advisors, Llc | Parsippany | NJ | 09/2025 | Present |
| Fiduciary Trust International | New York | NY | 06/2015 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-29 |
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