Christopher Patrick Clancy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 06/2021
  Fidelity Investments
  Greenwood Village, CO
• 06/2020 → 08/2020
  Bigfoot Insurance
  Colorado Springs, CO
• 09/2019 → 09/2020
  Uc-Denver
  Denver, CO
• 09/2018 → 09/2019
  Brown Cycles
  Grand Junction, CO
• 09/2016 → 06/2019
  Oregon State University
  Corvallis, CO
• 07/2015 → 09/2016
  Lakeside Bicycles
  Lake Oswego, CO
• 09/2017 → 06/2019
  Oregon State University
  Corvallis, OR
• 10/2022 → Present
  Global Wealth Strategies And Associates, Llc
  Denver, CO
• 06/2021 → 09/2022
  Fidelity Investments
  Greenwood Village, CO
• 01/2026 → Present
  Sax Wealth Advisors, Llc
  Parsippany, NJ

Previous Registrations

• 2022-11-09 → 2026-02-17
  Global Wealth Strategies And Associates, Llc
  Denver, CO
  Denver, CO

Other Businesses

Name: Global Wealth Strategies & Associates, LLC - Investment Related: Y - Address: 3200 Cherry Creek Dr. S Denver CO 80209 - Nature: Registered Investment Advisor - Position: Compliance Associate - Start: 10/22 - Hours per month: 8 - Hours during trading hours: 0 - Duties: Performing back office clerical support

Exams

• S66 Uniform Combined State Law Examination
  2022-11-09
• S63 Uniform Securities Agent State Law Examination
  2021-03-02

Other Names

• Christopher Clancy