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Matthew Bernocchi

Sax Wealth Advisors, LLC

Wayne, NJ

Parsippany, NJ

CRD 6684445

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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
TX RA APPROVED 2025-12-02
NH RA APPROVED 2024-12-04
NJ RA APPROVED 2019-09-18
  • TX RA
    APPROVED
    Since 2025-12-02
  • NH RA
    APPROVED
    Since 2024-12-04
  • NJ RA
    APPROVED
    Since 2019-09-18

Branch Locations

Wayne, 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
Waterstone Wealth Advisors, Llc Somerville NJ 05/2017 07/2019
Cohen & Steers Newyork NY 06/2016 05/2017
Sax Wealth Advisors, Llc Parsippany NJ 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-20
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20
Designations
  • Certified Financial Planner
Other Names
  • Matt Bernocchi

View on SEC IAPD

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