Inactive

Alexa Tambasco

Sax Wealth Advisors, LLC

CRD 7269200

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-03-21

NJ RA
APPROVED

Since 2023-03-21

Branch Locations

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

Organization	City	State	From	To
Sax Wealth Advisors, Llc	Parsippany	NJ	03/2022	Present
Massmutual Tristate	Iselin	NJ	06/2020	01/2022
Sterling Financial Group	Sparta	NJ	06/2018	06/2020
Ithaca College	Ithaca	NY	08/2014	05/2018

03/2022 → Present

Sax Wealth Advisors, Llc

Parsippany, NJ
06/2020 → 01/2022

Massmutual Tristate

Iselin, NJ
06/2018 → 06/2020

Sterling Financial Group

Sparta, NJ
08/2014 → 05/2018

Ithaca College

Ithaca, NY

Designations

Chartered Financial Consultant

View on SEC IAPD

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