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Inactive

Gavin O Charlton

Sax Wealth Advisors, LLC

Parsippany, NJ

Hackensack , NJ

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Current Employers
Sax Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-11
  • NJ RA
    APPROVED
    Since 2026-08-11

Branch Locations

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

Hackensack , NJ • 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
Beacon Wealth Management, Llc Hackensack NJ 07/2015 07/2018
Peapack-Gladstone Bank 100 Passaic Avenue NJ 07/2018 01/2022
Murphy Capital Management Inc Gladstone NJ 02/2020 01/2022
Regency Wealth Management Ramsey NJ 01/2022 06/2026
Sax Wealth Advisors, Llc Parsippany NJ 06/2026 Present
  • 07/2015 → 07/2018
    Beacon Wealth Management, Llc
    Hackensack, NJ
  • 07/2018 → 01/2022
    Peapack-Gladstone Bank
    100 Passaic Avenue, NJ
  • 02/2020 → 01/2022
    Murphy Capital Management Inc
    Gladstone, NJ
  • 01/2022 → 06/2026
    Regency Wealth Management
    Ramsey, NJ
  • 06/2026 → Present
    Sax Wealth Advisors, Llc
    Parsippany, NJ
Previous Registrations
  • 2023-05-01 → 2026-04-30
    Regency Wealth Management
    Ramsey, NJ
  • 2020-03-30 → 2022-01-13
    Murphy Capital Management Inc
    Fairfield, NJ
    Bedminster, NJ
  • 2015-11-06 → 2018-07-24
    Beacon Wealth Management, Llc
    Hackensack, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-29
S63 Uniform Securities Agent State Law Examination 2014-07-09
  • S65 Uniform Investment Adviser Law Examination
    2015-09-29
  • S63 Uniform Securities Agent State Law Examination
    2014-07-09

View on SEC IAPD

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Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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