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Danielle Paganuzzi

Sax Wealth Advisors, LLC

South Huntington, NY

Parsippany, 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 2025-11-07
NY RA APPROVED 2025-11-06
  • NJ RA
    APPROVED
    Since 2025-11-07
  • NY RA
    APPROVED
    Since 2025-11-06

Branch Locations

South Huntington, NY • United States

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
Gm Advisory Group Melville NY 05/2017 10/2025
Kls Professional Advisors Group New York NY 01/1998 05/2017
Sax Wealth Advisors, Llc Parsippany NJ 11/2025 Present
  • 05/2017 → 10/2025
    Gm Advisory Group
    Melville, NY
  • 01/1998 → 05/2017
    Kls Professional Advisors Group
    New York, NY
  • 11/2025 → Present
    Sax Wealth Advisors, Llc
    Parsippany, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20

View on SEC IAPD

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