Brian David Ream

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

• 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

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

Designations

• Certified Financial Planner