Brian David Ream

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	2026-03-11

NJ RA
APPROVED

Since 2026-03-11

Branch Locations

Morris Plains, NJ • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Cliftonlarsonallen Wealth Advisors, Llc	New Bedford	MA	03/2016	03/2026
Cliftonlarsonallen Llp	New Bedford	MA	11/2019	03/2026
Sax Wealth Advisors, Llc	Parsippany	NJ	03/2026	Present

03/2016 → 03/2026

Cliftonlarsonallen Wealth Advisors, Llc

New Bedford, MA
11/2019 → 03/2026

Cliftonlarsonallen Llp

New Bedford, MA
03/2026 → Present

Sax Wealth Advisors, Llc

Parsippany, NJ

Previous Registrations

2016-08-01 → 2025-11-07

Cliftonlarsonallen Wealth Advisors, Llc

New Bedford, MA

New Bedford, MA

Minneapolis, MN

Minneapolis, MN

Peoria, IL

Livingston, NJ
2006-06-02 → 2016-04-04

Charles Schwab & Co., Inc.

Chestnut Hill, MA

Centerville, MA

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-03
S63	Uniform Securities Agent State Law Examination	1992-05-27

S66 Uniform Combined State Law Examination

2006-04-03
S63 Uniform Securities Agent State Law Examination

1992-05-27

Designations

View on SEC IAPD