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Alexandra Sara Hoff

Sax Wealth Advisors, LLC

Parsippany, NJ

CRD 7393234

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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 2021-07-08
  • NJ RA
    APPROVED
    Since 2021-07-08

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
OrganizationCityStateFromTo
Sax Wealth Advisors Parsippany NJ 11/2020 Present
Peter E Schmitt Co Inc Pompton Plains NJ 09/2020 10/2020
Unemployed Wayne NJ 06/2020 08/2020
Student Wayne NJ 02/2020 05/2020
Intac Actuarial Services Ridgewood NJ 01/2020 01/2020
Intac Actuarial Services Ridgewood NJ 06/2019 08/2019
Student Wayne NJ 02/2019 05/2019
Intac Actuarial Services Ridgewood NJ 01/2019 01/2019
Student Wayne NJ 09/2018 12/2018
Intac Actuarial Services Ridgewood NJ 06/2018 08/2018
Student Wayne NJ 02/2018 05/2018
Intac Actuarial Services Ridgewood NJ 01/2018 01/2018
Student Wayne NJ 09/2017 12/2017
Intac Actuarial Services Ridgewood NJ 05/2017 08/2017
Free People Paramus NJ 07/2016 11/2020
  • 11/2020 → Present
    Sax Wealth Advisors
    Parsippany, NJ
  • 09/2020 → 10/2020
    Peter E Schmitt Co Inc
    Pompton Plains, NJ
  • 06/2020 → 08/2020
    Unemployed
    Wayne, NJ
  • 02/2020 → 05/2020
    Student
    Wayne, NJ
  • 01/2020 → 01/2020
    Intac Actuarial Services
    Ridgewood, NJ
  • 06/2019 → 08/2019
    Intac Actuarial Services
    Ridgewood, NJ
  • 02/2019 → 05/2019
    Student
    Wayne, NJ
  • 01/2019 → 01/2019
    Intac Actuarial Services
    Ridgewood, NJ
  • 09/2018 → 12/2018
    Student
    Wayne, NJ
  • 06/2018 → 08/2018
    Intac Actuarial Services
    Ridgewood, NJ
  • 02/2018 → 05/2018
    Student
    Wayne, NJ
  • 01/2018 → 01/2018
    Intac Actuarial Services
    Ridgewood, NJ
  • 09/2017 → 12/2017
    Student
    Wayne, NJ
  • 05/2017 → 08/2017
    Intac Actuarial Services
    Ridgewood, NJ
  • 07/2016 → 11/2020
    Free People
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-08
  • S65 Uniform Investment Adviser Law Examination
    2021-05-08
Other Names
  • Alex Hoff

View on SEC IAPD

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